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JK

John M. Kunda

ADVANTA WEALTH MANAGEMENT
LYNCHBURG, VA 24504
CRD#: 8273810
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JK
John Matthew Kunda JrADVANTA WEALTH MANAGEMENT

Professional summary

John Matthew Kunda Jr is a registered financial advisor currently at ADVANTA WEALTH MANAGEMENT located in Lynchburg, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. John has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 John Matthew Kunda Jr's 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

May 22, 2026 - Present

ADVANTA WEALTH MANAGEMENT

Office #1: 828 Main St Suite 1803, Lynchburg, VA 24504
RIA
CRD#: 326877
LYNCHBURG, VA

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
North Carolina
(5/22/2026)
IAR
Virginia
(5/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/2/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/25/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2025
Securities Industry Essentials Examination

Current Firm

AW
ADVANTA WEALTH MANAGEMENT
ADVANTA WEALTH MANAGEMENT | JE SPICKARD LLC

CRD#: 326877 / SEC#:

North Carolina
Registered Investment Advisory firm - (8/1/2024 Approved)
Virginia
Registered Investment Advisory firm - (8/8/2023 Approved)
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Contact information

Main Address
828 Main St Suite 1601, Lynchburg, VA 24504
Mailing Address
Phone number
(434) 255-0255
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts211
AUM (Assets Under Management)$ 31,347,124

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.

Company Information

ADVANTA WEALTH MANAGEMENT

CRD#: 326877Lynchburg, VA 24504

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