Jvl Associates, LLC

Jvl Associates, LLC (CRD# 124018) is a financial advisory firm headquartered in Wyoming, MI. They manage $137,287,615 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $715,040
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Jvl Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew J. Kunnen
CRD#: 5680816
1535 44th St Sw Suite 400, Wyoming, MI 49509
96
Wealthminder
score

Matthew Kunnen (CRD# 5680816) is an Investment Advisor Representative working at Jvl Associates, LLC in Wyoming, MI and has over 6 years of experience in the finance industry.

2
Gerald R. Vanderlugt
CRD#: 4614339
1535 44th St Sw Suite 400, Wyoming, MI 49509
90
Wealthminder
score

Gerald Vanderlugt (CRD# 4614339) is an Investment Advisor Representative working at Jvl Associates, LLC in Wyoming, MI and has 1 year of experience in the finance industry. Gerald Vanderlugt 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.