Adam Jon Suwyn
Investment adviser representative at Jvl Wealth Strategies
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$784.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Jvl Wealth StrategiesMar 2023 to now
- JPMorgan ChaseAug 2020 to Feb 2023
- UnemployedJun 2020 to Jul 2020
- The Ohio State UniversityJul 2018 to May 2020
- Greenleaf TrustJul 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Jvl Wealth Strategies
Legal name: Jvl Associates, LLC
$784.4MAssets managed
186Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6531575
- Firm CRD
- 124018