Jonathan Haverdink has been an investment adviser representative at Haverdink Financial Management since March 2024, and is not listed among the firm’s executive officers or direct owners.
Haverdink Financial Management, L.L.C. is a Portage, MI firm with $220M under management, 181 clients and 2 advisers in one office, as of its January 2026 filing.
- – present · 2 yearsPortage, MI · Adviser representative · Firm CRD 131236
Investment adviser representative registrations
Jonathan Haverdink is registered as an investment adviser representative in Michigan, since March 2024.
- MichiganSince 15 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Garrett Haverdink
- CRD
- 7717108
- Firm
- Haverdink Financial Management · CRD 131236
- Office
- 440 W. CENTRE AVENUE, SUITE 5, Portage, MI 49024-5373
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Haverdink work?
Jonathan Haverdink is an investment adviser representative registered through Haverdink Financial Management, L.L.C. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Haverdink a financial advisor?
Yes. Jonathan Haverdink has a current investment-adviser registration in Michigan, through Haverdink Financial Management since March 2024.
How many years of experience does Jonathan Haverdink have?
Jonathan Haverdink has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Jonathan Haverdink passed?
Jonathan Haverdink passed the Series 65 in March 2024.
Where is Jonathan Haverdink based?
Jonathan Haverdink’s registered office is in Portage, MI.
Is Jonathan Haverdink registered with FINRA?
No. Jonathan Haverdink has no current broker registration.
How can I verify Jonathan Haverdink’s record?
Search CRD 7717108 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Haverdink’s full registration record.