Jon Sundvold has been Owner of Sundvold Capital Management since October 1997, is a control person of the firm and directly owns 75% or more of it.
Sundvold Capital Management LLC is a Columbia, MO firm with $233M under management, 480 clients and 5 advisers in one office, as of its March 2026 filing.
Jon Sundvold is Founder & CEO of Sundvold Financial. He provides the strategic direction and mission for the firm he founded in 1997 and supports its growth initiatives. He is actively engaged with all facets of the firm's client centered lines of business.
- Sundvold FinancialCurrent– present · 29 yearsColumbia, MO · Adviser representative · Firm CRD 108176
Professional designations
Listed by Sundvold Capital Management
- AIF®
Investment adviser representative registrations
Jon Sundvold is registered as an investment adviser representative in Missouri, since September 1997.
- MissouriSince 12 September 1997
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 1988 |
| Series 7 | General Securities Representative Examination | 17 September 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Thomas Sundvold
- CRD
- 1881034
- Firm
- Sundvold Capital Management · CRD 108176
- Role
- Owner
- Office
- 1000 W. NIFONG, BUILDING 4, SUITE 104, Columbia, MO 65203
- Registration
- Investment adviser registration
- In the industry since
- September 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sundvold.com
Where does Jon Sundvold work?
Jon Sundvold has been Owner of Sundvold Capital Management LLC since October 1997, and is a control person of the firm.
Is Jon Sundvold a financial advisor?
Yes. Jon Sundvold has a current investment-adviser registration in Missouri, through Sundvold Capital Management since September 1997.
How many years of experience does Jon Sundvold have?
Jon Sundvold has 29 years in the financial industry, since September 1997, across 1 adviser firm.
What exams has Jon Sundvold passed?
Jon Sundvold has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1988.
Where is Jon Sundvold based?
Jon Sundvold’s registered office is in Columbia, MO.
Is Jon Sundvold registered with FINRA?
No. Jon Sundvold has no current broker registration.
How can I verify Jon Sundvold’s record?
Search CRD 1881034 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Sundvold’s full registration record.
