Adam
Suwyn
Jvl Wealth Strategies
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About this Advisor
Adam Suwyn is a financial advisor based in Wyoming, Michigan, working with Jvl Wealth Strategies. Adam has previously held positions at Balasa Dinverno Foltz LLC, Ogrizovich Financial Management, Trinity Christian College, Greenleaf Trust, The Ohio State University, Jpmorgan Chase, and Jvl Wealth Strategies. Adam has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Adam is part of Jvl Wealth Strategies, which operates out of Wyoming, Michigan. The firm has 6 employees and manages assets totaling $552.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Jvl Wealth Strategies includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jvl Wealth Strategies Brokerage Details
$552,695,722
6
747
$739,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Suwyn Work History
Jvl Wealth Strategies
Jpmorgan Chase
The Ohio State University
Greenleaf Trust
Balasa Dinverno Foltz LLC
Ogrizovich Financial Management
Trinity Christian College
Disclosures
Please visit the SEC profile of Adam Suwyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jvl Wealth Strategies
Wyoming, MI
Wyoming, MI
Wyoming, MI
Wyoming, MI
Wyoming, MI
Wyoming, MI
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