Jonathan Garrett Haverdink

Employer firm

Haverdink Financial Management, LLC CRD 131236

$220M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CONSULTATION SERVICES, EDUCATIONAL WORKSHOPS AND SEMINARS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2023 → Present
  Haverdink Financial Management, Llc
  Portage, MI
• 08/2019 → 12/2023
  Full Time College Student
  Hillsdale, MI
• 06/2019 → 08/2019
  Haverdink Financial Management, Llc
  Portage, MI
• 05/2020 → 08/2020
  Haverdink Financial Management, Llc
  Portage, MI
• 05/2021 → 08/2021
  Haverdink Financial Management, Llc
  Portage, MI
• 05/2022 → 08/2022
  John A. Wolfe & Associates, Inc.
  Portage, MI
• 05/2023 → 06/2023
  The Northwestern Mutual Life Insurance Company
  Grand Rapids, MI
• 02/2014 → 06/2019
  Full-Time Student
  Schoolcraft, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15

Other Names

• Jack Garrett Haverdink