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Gerald Ray Vanderlugt

JVL ASSOCIATES, LLC·WYOMING, Michigan
Clean record15 years registeredJVL ASSOCIATES, LLC
1657 GEZON PARKWAY SW SUITE C, WYOMING, MI 49519CRD# 4614339Firm CRD# 124018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Ray Vanderlugt · WYOMING, MI
Registration
CRD #4614339 · JVL ASSOCIATES, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

JVL WEALTH STRATEGIES
Oct 2010 – present
02

Registrations & Exams

Registration record
First registered · October 19, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JVL ASSOCIATES, LLC
CRD 124018 · SEC 801-61660
AUM
$553M
Regulatory assets under management
Employees
6
747 client accounts
Services offered by JVL ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JVL ASSOCIATES, LLC →
Introduction

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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.
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Other Advisors at JVL ASSOCIATES, LLC

Chad Nathan Soukup
WYOMING, MI
Matthew Jay Kunnen
WYOMING, MI
CFPCFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
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Research
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