Jason Delcollo
Jason Delcollo is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 5 years of industry experience. Jason 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
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason operates under The Ready Group and Great Valley Advisor Group DBAs for his LPL business, dedicating full-time hours to each. He also co-owns JARY TRG, LLC for tax/investment purposes, JARY LLC for real estate rental, works as a physician at AFC Urgent Care, and provides investment advisory services to Great Valley Advisor Group Inc.
Employment History
Current Registrations
LPL Financial LLCBroker
Great Valley Advisor Group, LLC
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations14 states
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