PPrivate Fund Data Log in Join · $37/mo

Jonathon Earl Whaley

Chief Compliance OfficerBemanaged Financial Services, Inc.CRD 6469534

About Jonathon Earl Whaley

Jonathon Earl Whaley is listed as Chief Compliance Officer at Bemanaged Financial Services, Inc. in Grand Rapids, MI. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Bemanaged Financial Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathon Earl Whaley work?

Jonathon Earl Whaley is listed as Chief Compliance Officer at Bemanaged Financial Services, Inc. on SEC Form ADV.

How much of Bemanaged Financial Services, Inc. does Jonathon Earl Whaley own?

Form ADV reports a beneficial ownership band of 50-75%.

Bemanaged Financial Services, Inc.

TitleChief Compliance Officer
Ownership50-75%
Control personNo
Since2015