Jason O'mearaCRD 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.
Brighton Financial Planning
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
|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|
Total Assets Under Management825MILLIONS
Total Number of Accounts5,657ACCOUNTS
Average Account Value$145,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI
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