jeff weele profile img
Jeff Vander Weele, CIMA® AIF® Managing Director, Wealth Management

Cheesehead.

A transplant from Wisconsin, I moved to Grand Rapids at 18 to attend Calvin College. Several years later, my high school sweetheart Dawn and I got married, fell in love with West Michigan, and decided to settle here. Today we reside in Ada, and are blessed with four incredible children.

Sports Nut.

I currently am an amateur golf, tennis, and fitness enthusiast. I’m not sure which sport I would play professionally when I grow up, but for now it’s been suggested I stick with my day job.

Purpose.

I strive to live my life in such a way that honors God in all that I do. I love my job, and I love the investment business. I really enjoy developing long-term, meaningful relationships with clients. Their stories, their dreams are very inspiring to me, and am so grateful for their trust and friendships.

Timeline

 
  • calvin logo img 1987

    B.A. Degree, Calvin College

  • gvsu logo img 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®)

  • 2011

    Transitioned my practice to Raymond James

  • 2015

    Blueway Financial Partners named PlanAdvisor Top Plan 100 Retirement Plan Advisors*

  • 2016

    Earned IMCA®'s Certified Applied Behavioral Finance Certificate.

*The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September.  A sub-segment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client’s experience, and is not an endorsement, and is not indicative of advisor’s future performance. Raymond James is not affiliated with the Financial Times.

Organizations

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

grand rapids chamber logo 
econ club logo 
fi360 logo 
imca logo 

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.