BEMANAGED FINANCIAL SERVICES, INC.

BEMANAGED FINANCIAL SERVICES, INC. of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 140099). Regulatory assets under management: $410.0M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (8)

NameRoleLocation
Jonathon Earl WhaleyCHIEF COMPLIANCE OFFICER
Jay Christopher JandasekLEAD PORTFOLIO MANAGER
WHALEY JOHN CHARLESCEO/CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER
GRIFFETH CHAD JEREMYMARKETING DIRECTOR; MEMBER
HOPPE MARK DAVIDMEMBER; PORTFOLIO ANALYST
WHALEY JONATHON ECHIEF COMPLIANCE OFFICER
WHALEY JONATHON EARLCHIEF COMPLIANCE OFFICER
JANDASEK JAY CHRISTOPHERLEAD PORTFOLIO MANAGER

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