Lead Portfolio Manager · Bemanaged
Jay C. Jandasek
CRD 5962622 · Named on Form ADV at one SEC-registered adviser
At a glance
Bemanaged, an SEC-registered wealth manager based in Grand Rapids, MI with $410 million in regulatory assets, lists Jay C. Jandasek on its Form ADV as Lead Portfolio Manager.
Firms and roles
- BemanagedLead Portfolio ManagerWealth manager · Grand Rapids, MI · $410M in regulatory assets
AtlasMembers
Jay’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jonathon E. WhaleyChief Compliance Officer, Bemanaged
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.