Jason Gunkel has been Syverson Strege Chief Investment Officer of Syverson Strege & Company since October 2018, is a control person of the firm and directly owns under 5% of it. Jason Gunkel holds a Bachelor's degree in Finance and Accounting from Drake University.
Syverson Strege & Company is a West Des Moines, IA firm with $911M under management, 528 clients and 13 advisers in one office, as of its July 2026 filing.
Jason Gunkel is Chief Investment Officer and Financial Planner of Syverson Strege. He leads the Investment Committee, where he helps design and monitor the firm's investment strategies. He started with the firm as a college intern.
- Syverson StregeCurrent– present · 12 yearsWest Des Moines, IA · Adviser representative · Firm CRD 109228
Professional designations
Listed by Syverson Strege & Company
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jason Gunkel is registered as an investment adviser representative in Iowa, since February 2014.
- IowaSince 26 February 2014
Examinations
No examinations are on Jason Gunkel’s record.
- Full name
- Jason Lyn Gunkel
- CRD
- 6300116
- Firm
- Syverson Strege & Company · CRD 109228
- Role
- Syverson Strege Chief Investment Officer
- Office
- 4125 WESTOWN PARKWAY, SUITE 104, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onlyworkforyou.com
Where does Jason Gunkel work?
Jason Gunkel has been Syverson Strege Chief Investment Officer of Syverson Strege & Company since October 2018, and is a control person of the firm.
Is Jason Gunkel a financial advisor?
Yes. Jason Gunkel has a current investment-adviser registration in Iowa, through Syverson Strege & Company since February 2014.
How many years of experience does Jason Gunkel have?
Jason Gunkel has 12 years in the financial industry, since February 2014, across 1 adviser firm.
Where is Jason Gunkel based?
Jason Gunkel’s registered office is in West Des Moines, IA.
Is Jason Gunkel registered with FINRA?
No. Jason Gunkel has no current broker registration.
Is Jason Gunkel a CFP?
Syverson Strege & Company lists Jason Gunkel with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Is Jason Gunkel a CFA charterholder?
Syverson Strege & Company lists Jason Gunkel with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jason Gunkel’s record?
Search CRD 6300116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gunkel’s full registration record.
- Lance GunkelPresident VBHC & Syverson Strege Managing Director
Matthew RobertsSyverson Strege Chief Planning Officer & Chief Compliance Officer- Meribeth GroganSyverson Strege Director of Finance and Administration and Treasurer
Wayne JohnsonBoard Member VBHC
Johnne SyversonBoard Member VBHC & Co-Founder