Jonathon Whaley (CRD# 6469534) is an Investment Advisor Representative working at Bemanaged in Grand Rapids, MI and has over 8 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bemanaged | Grand Rapids, MI | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- MI
- NC
-
Total Assets Under Management394MILLIONS
-
Total Number of Accounts1,270ACCOUNTS
-
Average Account Value$310,081
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, IN, LA, MI, MN, NC, OH, TX, WA, WI
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