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Shane Holcomb

Jvl Wealth Strategies

Wyoming, MI

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Current Employers
Jvl Wealth Strategies

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-27
  • MI RA
    APPROVED
    Since 2024-09-27

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
Calderone Golf Club Grass Lake MI 05/2022 06/2022
Fidelity Investments Boston MA 06/2022 08/2022
Unemployed / Student Allendale MI 08/2022 01/2023
Jvl Wealth Strategies Wyoming MI 01/2023 05/2024
Jvl Wealth Strategies Wyoming MI 05/2024 Present
Unemployed Grass Lake MI 05/2014 05/2022
  • 05/2022 → 06/2022
    Calderone Golf Club
    Grass Lake, MI
  • 06/2022 → 08/2022
    Fidelity Investments
    Boston, MA
  • 08/2022 → 01/2023
    Unemployed / Student
    Allendale, MI
  • 01/2023 → 05/2024
    Jvl Wealth Strategies
    Wyoming, MI
  • 05/2024 → Present
    Jvl Wealth Strategies
    Wyoming, MI
  • 05/2014 → 05/2022
    Unemployed
    Grass Lake, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20
Designations

View on SEC IAPD

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Other Investors

SCOTT KENNETH POPE
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SCOTT MATTHEW COUSINO
RYAN CHRISTOPHER WALDER
TIMOTHY CARLYLE WELLS
Nathaniel Dostal
BENTON JOHN MILLER
LUCAS JAMES BAGNALL

Other Offices

J.P. MORGAN SECURITIES LLC · WYOMING, MI
EDWARD JONES · WYOMING, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GRAND RAPIDS, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Grand Rapids, MI
LPL FINANCIAL LLC · WYOMING, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WYOMING, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WYOMING, MI
PFS INVESTMENTS INC. · WYOMING, MI

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