Jalen A. Garrett

REHMANN WEALTH

Detroit, MI 48226

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CRD#: 6439856

Professional summary

Jalen A'lon Garrett, CFP®, who also goes by Jalen A'lon Garrett, is a registered financial advisor currently at REHMANN WEALTH located in Detroit, Michigan.

Jalen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jalen has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jalen A'lon Garrett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MOUNTAINTOP INTERNATIONAL WORD MINISTRY; INVESTMENT RELATED: NO; ADDRESS: 24061 COOLIDGE HWY, OAKPARK, MI 48237; NATURE: NONPROFIT; TITLE; BOARD OF TRUSTEE MEMBER; START DATE: JUNE 2022; HRS PER MONTH: 4; SECURITIES HRS PER MONTH: 0; DUTIES: VOLUNTEER ASSISTING CHURCH WITH FINANCIAL DECISION MAKING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jalen A'lon Garrett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 10, 2023 - Present

REHMANN WEALTH

Office #1: 1249 Griswold St. Suite 201, Detroit, MI 48226

RIA

CRD#: 123047

Detroit, MI

Past

October 10, 2022 - October 14, 2022

SGH WEALTH MANAGEMENT

RIA

CRD#: 284067

LATHRUP VILLAGE, MI

Past

January 10, 2022 - September 26, 2022

CIG ASSET MANAGEMENT, INC.

RIA

CRD#: 123609

SOUTHFIELD, MI

Past

February 3, 2021 - December 22, 2021

LUMIN FINANCIAL, LLC

RIA

CRD#: 124138

SOUTHFIELD, MI

Past

September 25, 2018 - February 13, 2019

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

LIVONIA, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2018

Uniform Investment Adviser Law Examination

Current Firm

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

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Contact information

Main Address

4086 Legacy Parkway, Lansing, MI 48911-4261

Mailing Address

Phone number

(517) 316-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 RCAG PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,238
AUM (Assets Under Management)	$ 4,270,170,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Jalen A. Garrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jalen A'lon Garrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN WEALTH

SGH WEALTH MANAGEMENT

CIG ASSET MANAGEMENT, INC.

LUMIN FINANCIAL, LLC

MERCER GLOBAL ADVISORS INC.

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2018

Current Firm

REHMANN WEALTH

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REHMANN WEALTH

TRUST BUT VERIFY

Contact information

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