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Adam Jon Suwyn

Jvl Wealth Strategies

Wyoming, MI

CRD 6531575

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Employer firm

Jvl Wealth Strategies CRD 124018

$784M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jvl Wealth Strategies

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-03
  • MI RA
    APPROVED
    Since 2023-03-03

Branch Locations

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenleaf Trust Kalamazoo ME 07/2016 06/2018
The Ohio State University Columbus OH 07/2018 05/2020
Jpmorgan Chase Columbus OH 08/2020 02/2023
Unemployed Columbus OH 06/2020 07/2020
Jvl Wealth Strategies Wyoming MI 03/2023 Present
  • 07/2016 → 06/2018
    Greenleaf Trust
    Kalamazoo, ME
  • 07/2018 → 05/2020
    The Ohio State University
    Columbus, OH
  • 08/2020 → 02/2023
    Jpmorgan Chase
    Columbus, OH
  • 06/2020 → 07/2020
    Unemployed
    Columbus, OH
  • 03/2023 → Present
    Jvl Wealth Strategies
    Wyoming, MI
Previous Registrations
  • 2015-09-02 → 2016-06-24
    Balasa Dinverno Foltz Llc
    Itasca, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-02
  • S65 Uniform Investment Adviser Law Examination
    2015-09-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

SCOTT KENNETH POPE
Scott Allen Kline
SCOTT MATTHEW COUSINO

Nearby Offices

J.P. MORGAN SECURITIES LLC · WYOMING, MI
EDWARD JONES · WYOMING, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GRAND RAPIDS, MI

More in Wyoming, MI

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