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Jonathan William Childs

Investment Adviser Representative at Great Valley Advisor Group, LLC

Doylestown, PACRD #6285179Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan William Childs is an investment adviser representative with Great Valley Advisor Group, LLC in Doylestown, PA, where they have been registered since 2017. They have worked in the securities industry since 2014 and have been registered with 3 firms, including TLG Advisors, Inc. and Prudential Financial Planning Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.

Office

515 N Main Street, First Floor
Doylestown, PA 18901

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/19/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 3/3/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/27/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Great Valley Advisor Group, LLCCurrent
9/16/2017 – Doylestown, PA
TLG Advisors, Inc.
1/12/2017 – 8/31/2017Doylestown, PA
Prudential Financial Planning Services
6/1/2015 – 1/11/2017Chalfont, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE Prudential Insurance Company OF America
    Nov 2013 – Jan 2017Chalfont, PA
  2. Pruco Securities, LLC
    Nov 2013 – Jan 2017Chalfont, PA
  3. THE Leaders Group Inc
    Jan 2017 – Aug 2017Littleton, CO
  4. LPL Financial, LLC
    Aug 2017 – no end date reportedDoylestown, PA
  5. Great Valley Advisor Group, Inc.
    Aug 2017 – no end date reportedDoylestown, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Great Valley Advisor Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 – $500,0002.50%
  • $500,001 – $1,000,0002.25%
  • $1,000,000 – $3,000,0002.00%
  • $3,000,001+0.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
184
Offices listed on AdvisorFinder:
60
Main office:
Berwyn, PA
SEC file number:
801-72270

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Great Valley Advisor Group, LLC

Showing 12 of 184 in the directory

View Great Valley Advisor Group, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan William Childs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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