Jeremy David Kerr
Investment adviser representative at Great Valley Advisor Group, LLC
9 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Great Valley Advisor Group, LLCNov 2025 to now
- LPL FinancialNov 2025 to now
- After the StorkAug 2025 to Oct 2025
- LPL Enterprise, LLCNov 2024 to Oct 2025
- The Prudential Insurance Company of AmericaAug 2023 to Oct 2025
- Pruco Securities LLCMar 2023 to Nov 2024
- Nexa Mortgage, LLCJul 2022 to Aug 2023
- American Post and RailApr 2021 to Jun 2022
- Lakeview Loan Servicing, LLCMar 2020 to Mar 2021
- Quicken Loans Inc.Jul 2019 to Mar 2020
- UnemployedJan 2019 to Jul 2019
- Newrez LLCDec 2018 to Jan 2019
- Ditech Financial LLCSep 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7731718
- Firm CRD
- 123913