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Matthew Jay Kunnen

JVL ASSOCIATES, LLC·WYOMING, Michigan
Series 7, Series 63, Series 65CFPCFAClean record12 years registeredJVL ASSOCIATES, LLC
1657 GEZON PARKWAY SW SUITE C, WYOMING, MI 49519CRD# 5680816Firm CRD# 124018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Jay Kunnen · WYOMING, MI
Registration
CRD #5680816 · JVL ASSOCIATES, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

JVL WEALTH STRATEGIES
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 14, 2013
Years registered · 12
Professional designations · CFP, CFA
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 →
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05

Frequently Asked Questions

What services does Matthew Jay Kunnen offer?
Matthew Jay Kunnen specializes in Financial Planning, Investment Management. Contact their office in WYOMING, Michigan for a consultation.
What are Matthew Jay Kunnen's credentials?
Matthew Jay Kunnen holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Jay Kunnen located?
Matthew Jay Kunnen is based in WYOMING, Michigan, working with JVL ASSOCIATES, LLC. Their office serves clients in the WYOMING metropolitan area and surrounding communities.
How does Matthew Jay Kunnen charge for services?
Matthew Jay Kunnen'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
Gerald Ray Vanderlugt
WYOMING, MI

Browse by Specialty

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