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Jonah Andrew Duyvelaar

Modera Wealth Management, LLC

Atlanta, GA

Westwood, NJ

CRD 8149246

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Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-02
  • GA RA
    APPROVED
    Since 2026-01-02

Branch Locations

5555 Glenridge Conductor, Suite 150, Atlanta, GA 30342 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Modera Wealth Management, Llc Westwood NJ 08/2025 Present
Uga Wesley Foundation Athens GA 07/2023 07/2025
University Of Georgia Athens GA 07/2022 06/2023
Signature Fd Atlanta GA 05/2022 07/2022
University Of Georgia Athens GA 08/2018 05/2022
Bethel Haven Counseling Watkinville FL 08/2021 12/2021
Convenant Christian Academy Cumming GA 08/2015 06/2018
  • 08/2025 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 07/2023 → 07/2025
    Uga Wesley Foundation
    Athens, GA
  • 07/2022 → 06/2023
    University Of Georgia
    Athens, GA
  • 05/2022 → 07/2022
    Signature Fd
    Atlanta, GA
  • 08/2018 → 05/2022
    University Of Georgia
    Athens, GA
  • 08/2021 → 12/2021
    Bethel Haven Counseling
    Watkinville, FL
  • 08/2015 → 06/2018
    Convenant Christian Academy
    Cumming, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22

View on SEC IAPD

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Nearby Offices

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HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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