Jonathan
Van Kirk

Vicus Capital, Inc

CRD#7340114
Investment Advisor
in Grove City, PA

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About this Advisor

Jonathan Van Kirk is a financial advisor based in Grove City, Pennsylvania, working with Vicus Capital, Inc. Jonathan has previously held positions at organizations including Student, Chick Fil A, Roadrunner Recycling, Northwestern Mutual Life Insurance Company, Grove City College, Jonathan Van Kirk, Doug Stradley, Under Armour, Mount Caramel Church, Summers Best Two Weeks, Thomas Stradley, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Cetera Advisor Networks LLC, Iron Point Financial, LLC, and Vicus Capital. Jonathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jonathan is part of Vicus Capital, Inc, which operates out of Grove City, Pennsylvania. The firm has 40 offices and 89 employees. Vicus Capital, Inc manages assets totaling $2.6 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4 Village Park Drive, Suite 170
Grove City, PA 16127

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,574,468,218

PA Average: $15,833,994,310
Total Number of Employees

89

PA Average: 41
Total Number of Accounts

9,058

PA Average: 3,342
Average Account Size

$284,220

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jonathan Van Kirk Work History

2025 - Present (0 year)

Cetera Advisor Networks LLC

2025 - Present (0 year)

Iron Point Financial, LLC

2025 - Present (0 year)

Vicus Capital

2023 - 2024 (1 year)

Northwestern Mutual Wealth Management Company

2022 - 2022 (< 1 year)

Roadrunner Recycling

2022 - 2022 (< 1 year)

Doug Stradley

2022 - 2024 (2 years)

Thomas Stradley

2022 - 2024 (2 years)

Northwestern Mutual Investment Services LLC

2021 - 2021 (< 1 year)

Northwestern Mutual Life Insurance Company

2021 - 2022 (1 year)

Under Armour

2020 - 2020 (< 1 year)

Mount Caramel Church

2019 - 2019 (< 1 year)

Summers Best Two Weeks

2018 - 2022 (4 years)

Student

2018 - 2022 (4 years)

Grove City College

2017 - 2019 (2 years)

Chick Fil A

2015 - 2020 (5 years)

Jonathan Van Kirk

2014 - 2018 (4 years)

Student

Disclosures

Please visit the SEC profile of Jonathan Van Kirk 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 Vicus Capital, Inc

Scott Test
White Plains, NY
David Rosenblatt
State College, PA
Brett Emmons
Dover, DE
Anne Volk
Bethlehem, PA
Justin Blankenship
State College, PA
Jeffrey Weatherford
State College, PA
Zackary Levine
Copley, OH
Kelly Burger
State College, PA

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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