JVL ASSOCIATES, LLC
Legal name: JVL WEALTH STRATEGIES
CRD #124018 SEC #801-61660 WYOMING, MI 616-261-2800
SEC Registered
Total AUM
$672.5M
Discretionary
$651.2M
Employees
8
Clients
101
Accounts
876
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOUKUP, CHAD, NATHAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOUKUP, CHAD, NATHAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOUKUP, CHAD, NATHAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | PARTNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | PARTNER / CHIEF COMPLIANCE OFFICER | E | Control |
| VANDERLUGT, GERALD, RAY | I | PARTNER | E | Control |
| VANDERLUGT, GERALD, RAY | I | PARTNER | E | Control |
| VANDERLUGT, GERALD, RAY | I | PARTNER | E | Control |
| VANDERLUGT, GERALD, RAY | I | PARTNER | D | Control |
| KUNNEN, MATTHEW, JAY | I | PARTNER | B | Control |
| SOUKUP, CHAD, NATHAN | I | PARTNER | B | Control |
| SOUKUP, CHAD, NATHAN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| KUNNEN, MATTHEW, JAY | I | PARTNER | A | Control |
| KUNNEN, MATTHEW, JAY | I | PARTNER | A | Control |
| KUNNEN, MATTHEW, JAY | I | PARTNER | A | Control |
| KUNNEN, MATTHEW, JAY | I | PARTNER | A | Control |
| KUNNEN, MATTHEW, JAY | I | PARTNER | A | Control |
| LOWE, NATHAN, HOLMES | I | PARTNER | A | Control |
| SOUKUP, CHAD, NATHAN | I | PARTNER | A | Control |
| SOUKUP, CHAD, NATHAN | I | PARTNER | A | Control |
| SOUKUP, CHAD, NATHAN | I | PARTNER | A | Control |
| SOUKUP, CHAD, NATHAN | I | PARTNER | A | Control |
| SOUKUP, CHAD, NATHAN | I | PARTNER | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
MI
Address
1657 GEZON PARKWAY SW SUITE CWYOMING, MI 49519
United States
Phone: 616-261-2800