DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•• W••••• S•••••••••
Legal name J•• A••••••••• L••
Latest filing Apr 28, 2026
First filing on the tape Mar 23, 2012 · 20 filings
SEC status approved since Dec 10, 2002
RAUM
$784M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
99%
$779M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$98.1M
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$784M as of Apr 28, 2026
Mar 23, 2012$100M then
HNW client RAUM$746M as of Apr 28, 2026
Mar 29, 2018$156M then
State-registered IARs (5.B.3)7 as of Apr 28, 2026
Mar 23, 20120 then
Employees (5.A)8 as of Apr 28, 2026
Mar 7, 20131 then
Private funds: no history
RAUM +17% over the last fiscal year+22% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $98.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.8MderivedHNW RAUM over HNW clients
- Average account
- $805,348derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $256M, 56 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$746M95%
- Individuals$32.9M4.2%
- Charitable organizations$5.1M0.7%
- Individual clients
- 77reported
- HNW clients
- 109reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 974reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $256M for 56 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• J•• K•••••Certified Financial Planner, Chartered Financial Analyst | Wyoming, Mi | Nov 14, 2013 | 16 y | 0 |
| A••• J•• S••••Certified Financial Planner | Wyoming, Mi | Mar 3, 2023 | 11 y | 1 |
| S•••• H••••••Certified Financial Planner | Wyoming, Mi | Sep 27, 2024 | 12 y | 0 |
| C••• N••••• S•••••Certified Financial Planner, Chartered Financial Analyst | Wyoming, Mi | Jan 1, 2025 | 19 y | 1 |
| N••••• H••••• L•••Certified Financial Planner | Wyoming, Mi | Jan 1, 2025 | 12 y | 1 |
| H•••• P•••• D•••••Certified Financial Planner | Wyoming, Mi | Mar 11, 2025 | 12 y | 0 |
| G••••• R•• V•••••••••Certified Financial Planner | Wyoming, Mi | Oct 27, 2025 | 32 y | 0 |
| G•••••• J•• N••••• | Wyoming, Mi | Jun 11, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C••• N••••• S••••• from P••••• M•••• F•••••••• A•••••••Jan 1, 2025 · RIA to RIA
- N••••• H••••• L••• from P••••• M•••• F•••••••• A•••••••Jan 1, 2025 · RIA to RIA
- A••• J•• S•••• from B••••• D••••••• F•••• L••Mar 3, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••• M••••••• J•• · Partnercontrolsince 01/2021 · owns 5% to 10%
- S•••••• C•••• N••••• · Partnercontrolsince 01/2021 · owns 5% to 10%
- V••••••••• G•••••• R•• · Partnercontrolsince 10/2002 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wyoming, Mi · principal | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 876 to 974Mar 25, 2025 to Mar 30, 2026
- Advisory employees · 8 to 7Mar 25, 2025 to Mar 30, 2026
- HNW clients · 89 to 109Mar 25, 2025 to Mar 30, 2026
- Individual clients · 84 to 77Mar 25, 2025 to Mar 30, 2026
- Assets in custody · $233M to $256MMar 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $651M to $758MMar 25, 2025 to Mar 30, 2026
- HNW RAUM · $618M to $746MMar 25, 2025 to Mar 30, 2026
- Individual RAUM · $54.6M to $32.9MMar 25, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $21.3M to $26.6MMar 25, 2025 to Mar 30, 2026
- RAUM · $672M to $784MMar 25, 2025 to Mar 30, 2026
- Accounts · 747 to 876Mar 29, 2024 to Mar 25, 2025
- Advisory employees · 6 to 8Mar 29, 2024 to Mar 25, 2025
- HNW clients · 83 to 89Mar 29, 2024 to Mar 25, 2025
- Individual clients · 68 to 84Mar 29, 2024 to Mar 25, 2025
- Assets in custody · $180M to $233MMar 29, 2024 to Mar 25, 2025
- Employees · 6 to 8Mar 29, 2024 to Mar 25, 2025
- Financial planning clients · 101-250 to 101-250Mar 29, 2024 to Mar 25, 2025
- State-registered IARs · 6 to 7Mar 29, 2024 to Mar 25, 2025
- Discretionary RAUM · $536M to $651MMar 29, 2024 to Mar 25, 2025
- HNW RAUM · $531M to $618MMar 29, 2024 to Mar 25, 2025
- Individual RAUM · $22.0M to $54.6MMar 29, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $16.6M to $21.3MMar 29, 2024 to Mar 25, 2025
- RAUM · $553M to $672MMar 29, 2024 to Mar 25, 2025
- Accounts · 639 to 747Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 5 to 6Mar 30, 2023 to Mar 29, 2024
- HNW clients · 75 to 83Mar 30, 2023 to Mar 29, 2024
- Individual clients · 59 to 68Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $153M to $180MMar 30, 2023 to Mar 29, 2024
- Employees · 5 to 6Mar 30, 2023 to Mar 29, 2024
- State-registered IARs · 5 to 6Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $422M to $536MMar 30, 2023 to Mar 29, 2024
- HNW RAUM · $398M to $531MMar 30, 2023 to Mar 29, 2024
- Individual RAUM · $33.7M to $22.0MMar 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $9.4M to $16.6MMar 30, 2023 to Mar 29, 2024
- RAUM · $432M to $553MMar 30, 2023 to Mar 29, 2024
- Accounts · 492 to 639Mar 28, 2022 to Mar 30, 2023
- Advisory employees · 4 to 5Mar 28, 2022 to Mar 30, 2023
- HNW clients · 65 to 75Mar 28, 2022 to Mar 30, 2023
- Individual clients · 50 to 59Mar 28, 2022 to Mar 30, 2023
- Assets in custody · $163M to $153MMar 28, 2022 to Mar 30, 2023
Signals
4 dated events
- J•• W••••• S••••••••• reported RAUM $552.7M, up 28% from $431.7M (2023-03-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- J•• W••••• S••••••••• reported RAUM $441.3M, up 58% from $279.5M (2021-09-02 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Jay Matthew Kunnen (Partner) appeared on Schedule A of J•• W••••• S•••••••••Mar 27, 2021 · Control person joined · fact
- Nathan Chad Soukup (Partner) appeared on Schedule A of J•• W••••• S•••••••••Mar 27, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- a•••@j••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- g•••@j••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- j••@j••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- m•••••••••@j••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- n•••@j••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 616-303-5757reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 616-261-2800reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 616-261-2866reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/jvl-wealth-strategiesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.j••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 616-261-2800reportedpublic record, Form ADV, Apr 28, 2026
- Contact form
- j••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $98.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026