John Jonas
John Jonas is a registered investment advisor at Great Valley Advisor Group, LLC, based in Brookfield, WI, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
325 N Corporate Drive, Suite 120, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
John is involved with Next Level Planning & Wealth Management, including non-variable insurance activities. He also dedicates nearly full-time hours to Great Valley Advisor Group, Inc. as a Registered Investment Advisor.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.