Claim Profile
GV

Gerald Ray Vanderlugt

JVL ASSOCIATES, LLC·WYOMING, Michigan
Unclaimed Profile
1657 GEZON PARKWAY SW SUITE C, WYOMING, MI 49519CRD# 4614339Firm CRD# 124018
01

About

Gerald Ray Vanderlugt is a registered financial advisor based in WYOMING, Michigan, affiliated with JVL ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JVL ASSOCIATES, LLC
JVL WEALTH STRATEGIES
AUM
$553M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4614339
Firm CRD# 124018
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WYOMING?

Browse all registered financial advisors in WYOMING, Michigan or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gerald Ray Vanderlugt offer?
Gerald Ray Vanderlugt specializes in Financial Planning, Investment Management. Contact their office in WYOMING, Michigan for a consultation.
What are Gerald Ray Vanderlugt's credentials?
Gerald Ray Vanderlugt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Ray Vanderlugt located?
Gerald Ray Vanderlugt is based in WYOMING, Michigan, working with JVL ASSOCIATES, LLC. Their office serves clients in the WYOMING metropolitan area and surrounding communities.
How does Gerald Ray Vanderlugt charge for services?
Gerald Ray Vanderlugt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JVL ASSOCIATES, LLC?
JVL ASSOCIATES, LLC has approximately 6 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty