Jama L. DeHeer, CFP<sup>&reg;</sup> - Financial Advisor

Jama L. DeHeer, CFP®

CDFA, CMFC

Wealth Planner

Region Bank

One Indiana Square, Suite 800
Indianapolis, IN 46204
(317) 221-6184

General

Jama DeHeer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Region Bank in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Mutual Fund Counsler certificant

Insurance Licenses

  • Life insurance: IN
  • Health/disability insurance: IN
  • Fixed annuities: IN
  • Variable annuities: IN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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