Managing Member · Releve Financial Group
Dawn D. Jurkovich
CRD 4366566 · Named on Form ADV at one SEC-registered adviser
At a glance
Releve Financial Group, an SEC-registered wealth manager based in Scottsdale, AZ with $256 million in regulatory assets, lists Dawn D. Jurkovich on its Form ADV as Managing Member, a control person.
Firms and roles
- Releve Financial GroupManaging MemberWealth manager · Scottsdale, AZ · $256M in regulatory assets
AtlasMembers
Dawn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kimberly K. BannwarthChief Compliance Officer, Releve Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.