Blueway Financial Partners of Raymond James

″The essence of investment management is the management of risks, not the management of returns.‶

—Benjamin Graham

Jeff Vander Weele, CIMA®, AIF®

Financial Advisor

in

Cheesehead.

A transplant from Wisconsin, I moved to Grand Rapids at 18 to attend Calvin College. I now reside in Ada with my beautiful wife and four awesome children.

Sports Nut.

Amateur golf, tennis, and hockey player. When I grow up I want to play each professionally.

Purpose.

I strive to live my life in such a way so that when I see God face to face for the first time, He will say "well done, good and faithful servant."

Timeline

  • 1987

    B.A. Degree, Calvin College

  • 1990

    M.B.A. Degree, Grand Valley State University

  • 2000

    Began career as an financial advisor

  • 2001

    Earned the Certified Investment Management Consultant Designation
    (CIMC®)

  • 2002

    Earned the Certified Investment Management Analyst Designation
    (CIMA®)

  • 2004

    Became an Accredited Investment Fiduciary (AIF®)

  • 2005

    Began working with associate Melissa Stewart

  • 2011

    Vander Weele | Stewart Group of Raymond James was formed

  • 2015

    1Vander Weele | Stewart named PlanAdvisor Top Plan 100 Retirement Plan Advisors

  • 2016

    Blueway Financial Partners of Raymond James was launched. Same team, better name.

  • 2016

    Earned Certified IMCA®'s Applied Behavioral Finance Certificate.

Organizations

As part of a continued commitment to excellence Jeff belongs to the following organizations:

Investment Management Consultants Association is the owner of the certification mark "CIMA®," the service marks Certified Investment Management AnalystSM," "Investment Management Consultants AssociationSM," and "IMCA®." Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.

1 The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals, teams and multioffice teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement. The list also includes advisers who have more than 30% of their practice focused on 403(b), defined benefit (DB) or nonqualified deferred compensation (NQDC) plans. Individuals had to either have at least $750 million in AUA or serve 105 or more plans; teams needed to advise at least $2.25 billion in assets or a minimum of 145 plans; and multioffice teams were required to oversee $10 billion in plan assets or 400 or more plans.

To be considered for the annual PLANADVISER list, advisers had to either submit information and references or be nominated to enter the award process for the 2015 PLANSPONSOR Retirement Plan Adviser of the Year-individual, team or multioffice team. Applicants were then asked to complete a form, providing various details about their practice; advisers could also submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is based solely upon a set of quantitative factors and information supplied by the advisers themselves.

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability.

* Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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