Shane Holcomb
Investment adviser representative at Jvl Wealth Strategies
12 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
12 years in the industry.
- Jvl Wealth StrategiesJan 2023 to now
- Unemployed / StudentAug 2022 to Jan 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- Calderone Golf ClubMay 2022 to Jun 2022
- UnemployedMay 2014 to May 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7990373
- Firm CRD
- 124018