Jennifer R. Lahaie

JEHM WEALTH & RETIREMENT

Simpsonville, SC 29681

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CRD#: 6528766

Professional summary

Jennifer Rebbecca Lahaie, who also goes by Jennifer Rebbecca Blakely, Jennifer R Lahaie, is a registered financial advisor currently at JEHM WEALTH & RETIREMENT, LLC located in Simpsonville, South Carolina.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Rebbecca Blakely | Jennifer R Lahaie

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 Jennifer Rebbecca Lahaie's 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®

None

Experience

Current

August 9, 2019 - Present

JEHM WEALTH & RETIREMENT, LLC

Office #1: 117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

RIA

CRD#: 304253

Simpsonville, SC

Past

October 15, 2015 - October 8, 2019

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Simpsonville, SC

Past

August 6, 2015 - September 30, 2015

GRACE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 169813

Naples, FL

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

Florida
(6/22/2020)

IAR

South Carolina
(8/9/2019)

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: 5/4/2015

Uniform Investment Adviser Law Examination

Current Firm

JEHM WEALTH & RETIREMENT, LLC

CRD#: 304253 / SEC#:

Florida

Registered Investment Advisory firm - (6/22/2020 Approved)

South Carolina

Registered Investment Advisory firm - (8/9/2019 Approved)

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Contact information

Main Address

117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

Mailing Address

Phone number

(864) 527-0482

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 65,126,659

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.

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Jennifer R. Lahaie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rebbecca Lahaie's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEHM WEALTH & RETIREMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

GRACE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2015

Current Firm

JEHM WEALTH & RETIREMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JEHM WEALTH & RETIREMENT, LLC

TRUST BUT VERIFY

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