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Jon Thomas Sundvold

SUNDVOLD CAPITAL MANAGEMENT LLC·COLUMBIA, Missouri
Clean recordSUNDVOLD CAPITAL MANAGEMENT LLC
1000 W. NIFONG, COLUMBIA, MO 65203CRD# 1881034Firm CRD# 108176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon Thomas Sundvold · COLUMBIA, MO
Registration
CRD #1881034 · SUNDVOLD CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jon Thomas Sundvold is a registered financial advisor based in COLUMBIA, Missouri, affiliated with SUNDVOLD CAPITAL MANAGEMENT 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
Introduction

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03

Firm Overview

Firm
SUNDVOLD CAPITAL MANAGEMENT LLC
SUNDVOLD FINANCIAL
AUM
$209M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SUNDVOLD CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1881034
Firm CRD# 108176
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Thomas Sundvold offer?
Jon Thomas Sundvold specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.
What are Jon Thomas Sundvold's credentials?
Jon Thomas Sundvold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Thomas Sundvold located?
Jon Thomas Sundvold is based in COLUMBIA, Missouri, working with SUNDVOLD CAPITAL MANAGEMENT LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Jon Thomas Sundvold charge for services?
Jon Thomas Sundvold'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 SUNDVOLD CAPITAL MANAGEMENT LLC?
SUNDVOLD CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUNDVOLD CAPITAL MANAGEMENT LLC

Bryan Ashley England
COLUMBIA, MO
Eric Ray Morrison
COLUMBIA, MO

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Nearby cities in Missouri
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Research
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