Jason L. Gunkel, CFP<sup>&reg;</sup> - Financial Advisor

Jason L. Gunkel, CFP®

CFA®

Financial Planner

Syverson Strege

4125 Westown Parkway, #104
West Des Moines, IA 50266
FINANCIAL ADVISOR'S WEBSITE
(515) 225-6000 CONNECT WITH Jason
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General

Jason Gunkel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Syverson Strege in West Des Moines, IA and the surrounding communities.

Financial Advisor Overview

Jason received a Bachelor's degree in Finance and Accounting from Drake University with summa cum laude honors. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Chartered Financial Analyst (CFA®) designation. Jason has a special interest in charitable giving strategies and has completed the Chartered Advisor in Philanthropy (CAP®) program.

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Financial Advisor Experience

Jason Gunkel has been with Syverson Strege since 2004 when he started as a college intern and worked his way into his current roles as Chief Investment Officer and Financial Planner. He is also a member of the Investment Committee where he helps design and monitor the firm’s investment strategies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Stocks & Bonds, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources