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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2009
- Office Locations
- 1
Office Locations
About Bemanaged
BeManaged is an independent, fee-only RIA founded in 2006 providing fiduciary investment management and financial planning for individuals and employer groups. The firm emphasizes conflict-free advice, active asset allocation, and tax-efficient portfolio construction using public funds and fixed income. For employers, it designs and delivers customized financial wellness programs. Custody includes Fidelity/NFS and Vanguard.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JAY CHRISTOPHER JANDASEK
Lead Portfolio Manager, Partner
- CRD
- #5962622
- Ownership
- 50% but less than 75%
JONATHON EARL WHALEY
Chief Compliance Officer
- CRD
- #6469534
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,017,722 | $382,479 |
| Non-Discretionary | $0 | -- |
| Total | $410,017,722 | $382,479 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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