Jehm Wealth & Retirement, LLC

Jehm Wealth & Retirement, LLC (CRD# 304253) is a financial advisory firm headquartered in Simpsonville, SC. They manage $34,473,635 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681
https://www.instagram.com/jehmwealthandretirement/
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $186,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, SC

Financial Advisors at Jehm Wealth & Retirement, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher Barton, financial advisor Simpsonville SC
Christopher K. Barton
CRD#: 6372915
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

Christopher Barton (CRD# 6372915) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 7 years of experience in the finance industry.

2
Eric Lahaie, financial advisor Simpsonville SC
Eric R. Lahaie
CRD#: 6021248
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

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.

3
Jennifer Lahaie, financial advisor Simpsonville SC
Jennifer R. Lahaie
CRD#: 6528766
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

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.

4
Aden Partee, financial advisor Simpsonville SC
Aden K. Partee
CRD#: 7729169
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

Aden Partee (CRD# 7729169) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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