Skip to content

Jordan John Rummel

Investment adviser representative at Lvm Capital Management Ltd
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets

Are you Jordan John Rummel? Claim your profile

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

13 years in the industry.

  1. Lvm Capital Management LtdApr 2016 to now
  2. Lvm Capital ManagmentApr 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (FL, MI).

Lvm Capital Management Ltd

$1.6BAssets managed
1,416Clients
8Advisers
38 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
6587802
Firm CRD
111039
Advisor's SEC record (opens in a new tab)
CallContact this firm