Jason Gunkel, financial advisor West Des Moines IA
90 score

Jason Gunkel

CRD Number: 6300116
Current Firm: Sherpa Investment Management

Jason Gunkel (CRD# 6300116) is an Investment Advisor Representative working at Sherpa Investment Management in West Des Moines, IA and has 1 year of experience in the finance industry. Jason Gunkel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Syverson Strege & Company West Des Moines, IA Apr 2008 - Current 8
Principal Global Investors Des Moines, IA Jun 2007 - Apr 2008 < 1
Syverson Strege & Company West Des Moines, IA Jan 2004 - Jun 2007 3

Jason Gunkel has no recent exams reported.
Contact Info for Jason L. Gunkel
Phone Number: 515-225-6000
Registered State(s):
  • IA
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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