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Jalen Garrett

Jalen Garrett

REHMANN WEALTH
Detroit, MI 48226
Some features on this profile are disabled
CRD#: 6439856
Jalen Garrett

Professional summary

Jalen 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jalen 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".
RW
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2018
Uniform Investment Adviser Law Examination

Current Firm

RW
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)
PREMIUM
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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
36

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,238
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.

Company Information

REHMANN WEALTH

CRD#: 123047Detroit, MI 48226

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Contact information

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