Adam J. Suwyn

JVL WEALTH STRATEGIES

Wyoming, MI 49519

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CRD#: 6531575

Professional summary

Adam Jon Suwyn is a registered financial advisor currently at JVL WEALTH STRATEGIES located in Wyoming, Michigan.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Adam has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Jon Suwyn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 3, 2023 - Present

JVL WEALTH STRATEGIES

Office #1: 1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519

RIA

CRD#: 124018

Wyoming, MI

Past

September 2, 2015 - June 24, 2016

BALASA DINVERNO FOLTZ LLC

RIA

CRD#: 113630

ITASCA, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JVL WEALTH STRATEGIES

JVL ASSOCIATES, LLC | JVL WEALTH STRATEGIES

CRD#: 124018 / SEC#: 801-61660

RIA

Registered Investment Advisory firm - (12/10/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(3/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2015

Uniform Investment Adviser Law Examination

Current Firm

JVL WEALTH STRATEGIES

JVL ASSOCIATES, LLC | JVL WEALTH STRATEGIES

CRD#: 124018 / SEC#: 801-61660

RIA

Registered Investment Advisory firm - (12/10/2002 Approved)

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Contact information

Main Address

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519

Mailing Address

Phone number

(616) 261-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE SUPPLIMENT - GERALD RAY VANDERLUGT , MATTHEW JAY KUNNEN , CHAD NATHAN SOUKUP, NATHAN HOLMES LOWE (3/25/2025)

FIRM BROCHURE - JVL ASSOCIATES, LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts	876
AUM (Assets Under Management)	$ 672,454,948

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
12/19/2024	Cover Page	Report
11/28/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adam J. Suwyn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Jon Suwyn's CRS (Customer Relationship Summary).

Certified licenses

Experience

JVL WEALTH STRATEGIES

BALASA DINVERNO FOLTZ LLC

Primary Firm SEC Registration

JVL WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2015

Current Firm

JVL WEALTH STRATEGIES

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JVL WEALTH STRATEGIES

TRUST BUT VERIFY

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