Jonah Andrew Duyvelaar
Investment adviser representative at Modera Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$17.7BFirm assets
15 yearsFirm in business
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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
- Pension consulting
Experience
11 years in the industry.
- Modera Wealth Management, LLCAug 2025 to now
- Uga Wesley FoundationJul 2023 to Jul 2025
- University of GeorgiaJul 2022 to Jun 2023
- Signature FdMay 2022 to Jul 2022
- Bethel Haven CounselingAug 2021 to Dec 2021
- University of GeorgiaAug 2018 to May 2022
- Convenant Christian AcademyAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 8149246
- Firm CRD
- 155649