Jeff Dehaan Email & Phone Number
Managing Partner - Private Wealth Management @ Clearwater Capital Partners
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Jeff Dehaan Location
- Hoffman Estates, IL, US
Jeff Dehaan Work
- 2024 -now Managing Partner - Private Wealth Management @
- 2013 -now Chief Compliance Officer @
- 2018 -2024 Partner @
- 2013 -2018 Senior Wealth Advisor @
- 2010 -2013 Financial Advisor @
- 2008 -2010 Intern @
- 2007 -2007 Intern @ Goble and Associates
Jeff Dehaan Education
- Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst
2020-2021 - Northwestern University
CERTIFIED FINANCIAL PLANNER (TM) Education Program
2013-2014 - Center for Fiduciary Studies
Accredited Investment Fiduciary®
2012-2012 - Gies College of Business - University of Illinois Urbana-Champaign
Dual BS (Finance & Business Administration: Marketing)
2005-2009 - College For Financial Planning
Accredited Wealth Managment Advisor (AWMA®)
2008-2008
Jeff Dehaan Summary
- Jeff Dehaan, based in Hoffman Estates, IL, US, is currently a Managing Partner - Private Wealth Management at Clearwater Capital Partners. Jeff Dehaan brings experience from previous roles at Clearwater Capital Partners. Jeff Dehaan holds a 2020 - 2021 Certified Divorce Financial Analyst @ Institute for Divorce Financial Analysts. Jeff Dehaan has 2 emails and 1 mobile phone numbers on RocketReach.
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