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BEMANAGED
BeManaged Financial Services is a West Michigan-based federally registered investment advisor providing holistic, fiduciary guidance to individuals, families,...
Overview
BeManaged Financial Services is a West Michigan-based federally registered investment advisor providing holistic, fiduciary guidance to individuals, families, and businesses locally and nationwide. The firm offers comprehensive financial planning, investment management, and retirement planning, and is fee-only. Founded in 2006 and co-owned by Jay Jandasek and Jon Whaley, it serves clients through workplace partnerships and personal advisory relationships.
General information
Firm type
RIA
Year founded
2006
Location
Country
United States
City
Grand Rapids
Principals
Jay Jandasek
CFA — Managing Partner, CFO
Jonathon Whaley
ChSNC — Managing Partner, CCO
John Whaley
CFA — Senior Investment Adviser
Kris Wilson — Office Manager
Elizabeth Schoessel — Controller
Elizabeth Fallon — Principal
Jay Jandasek and Jon Whaley — co-owners
Frequently asked questions
What is the wealth origin behind BEMANAGED?
The wealth origin for BEMANAGED is not disclosed in any public record. No family name, business success, or inheritance has been linked to the firm. Wealth origin remains a gap in available data.
Does BEMANAGED invest in fund commitments or direct deals?
No public information clarifies whether BEMANAGED commits to external funds, conducts direct deals, or uses a hybrid approach. The firm's investment vehicle structure is not documented in any accessible source.
Where is BEMANAGED located?
BEMANAGED has no publicly listed headquarters address or city. No additional office locations are recorded. Geographic focus cannot be inferred from available data.
How does BEMANAGED source proprietary deal flow?
Without any public profile, website content, or media reporting, the sourcing model for BEMANAGED is undocumented. No network, partnership, or proprietary sourcing mechanism is known.
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