Eric Lahaie (CRD# 6021248) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 9 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jehm Wealth & Retirement, LLC | Simpsonville, SC | Sep 2015 - Current | 8 |
| Retirement Wealth Advisors | Simpsonville, SC | Apr 2017 - Oct 2019 | 2 |
| Society Of Financial Awareness | San Diego, CA | Sep 2016 - Dec 2017 | 1 |
| Change Path, LLC | Leawood, KS | Mar 2017 - Apr 2017 | < 1 |
| Retirement Wealth Advisors | Greenville, SC | Jan 2016 - Mar 2017 | 1 |
| Jehm Wealth & Retirement Strategies | Simpsonville, SC | Dec 2012 - Sep 2016 | 3 |
| Grace Capital Management Group, Llc (formerly Grace Advisory Gro | Naples, FL | Jan 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- SC
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Total Assets Under Management34MILLIONS
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Total Number of Accounts185ACCOUNTS
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Average Account Value$186,344
- A percentage of assets under your management
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FL, SC
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