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).
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Total Assets Under Management34MILLION
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Total Number of Accounts185ACCOUNTS
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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
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.
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.
Jennifer Lahaie (CRD# 6528766) 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.
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.