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

63, 66, 7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • 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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