Jon Sundvold, financial advisor Columbia MO
93 score

Jon Sundvold

CRD Number: 1881034
Current Firm: Sundvold Financial

Jon Sundvold (CRD# 1881034) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Sundvold Capital Management Columbia, MO Oct 1997 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Jon T. Sundvold
Phone Number: 573-443-1000
Firm Website:
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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