Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Brookfield
25yrs
John Jonas has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Brookfield, Wisconsin. After 12 years at MSI Financial Services, John joined Great Valley Advisor Group in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors at Great Valley Advisor Group
Office325 N Corporate Drive Suite 120, Brookfield, WI 53045
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$251,332
Advisors at the firm194
States licensed ?1 state
Services through Great Valley Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowGreat Valley Advisor Group, LLCCurrent firm
- 2003 – 2015MSI Financial Services, Inc.Previously
Contact John
(610) 296-7630Firm headquarters in Berwyn, PA. Ask for John. 325 N Corporate Drive Suite 120Brookfield, WI 53045Office · Get directions Firm websitewww.weddingtonadvisors.com
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Great Valley Advisor Group at (610) 296-7630 and ask for John Jonas. John works from the Brookfield, WI office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 25 years. More experience than 73% of advisors at Great Valley Advisor Group.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Great Valley Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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