Jason O'meara, financial advisor Doylestown PA
96 score

Jason O'meara

CRD Number: 5945646
Current Firm: Great Valley Advisor Group, Inc.

Jason O'meara (CRD# 5945646) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry. Jason O'meara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Great Valley Advisor Group, Inc. Doylestown, PA Sep 2017 - Current < 1
Lpl Financial LLC Doylestown, PA Aug 2017 - Current < 1
Nautic Financial Group Doylestown, PA Jan 2017 - Current 1
The Leaders Group Inc. Littleton, CO Jan 2017 - Aug 2017 < 1
The Prudential Insurance Company Of America Chalfont, PA Jun 2011 - Dec 2016 5
Pruco Securities, LLC Chalfont, PA Jun 2011 - Dec 2016 5
Lincoln Financial Advisors Berwyn, PA Feb 2014 - Feb 2014 < 1
Cracker Barrel Bensalem, PA Nov 2010 - Nov 2011 1
Unemployed Holland, PA Jun 2010 - Nov 2010 < 1
Equipment Services Morrisville, PA Mar 2010 - Jun 2010 < 1
Rob's Automotive & Collison Bristol, PA Oct 2007 - Mar 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Jason O'meara
Phone Number: 302-483-7200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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