Jeffrey Vanderweele
Jeffrey Vanderweele is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2000Employment Separation After Allegations
June 2000Customer Dispute
February 2000Other Business Activities
Jeffrey is the Chair of the Board and a Board Member for Wedgwood Christian Services, a non-profit organization, since 2019. He dedicates a few hours per week to this role, which includes serving on the Finance Committee.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.