Jennifer Lahaie (CRD# 6528766) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 8 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 | Greenville, SC | Sep 2016 - Current | 7 |
| Retirement Wealth Advisors | Greenville, SC | Sep 2015 - Oct 2019 | 4 |
| Society Of Financial Awareness | San Diego, CA | Sep 2016 - Dec 2017 | 1 |
| Jehm Wealth & Retirement Strategies | Greenville, SC | Dec 2012 - Sep 2016 | 3 |
| Grace Capital Management | Naples, FL | May 2015 - Sep 2015 | < 1 |
| Grace Advisory Group | Naples, FL | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- FL
- SC
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$186,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, SC
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