Best Investors Account Sign in
Inactive

Jennifer Rebbecca Lahaie

Jehm Wealth & Retirement, LLC

Simpsonville, SC

Claim This Profile
Current Employers
Jehm Wealth & Retirement, Llc

117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-06-22
SC RA APPROVED 2019-08-09
  • FL RA
    APPROVED
    Since 2020-06-22
  • SC RA
    APPROVED
    Since 2019-08-09

Branch Locations

117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors Greenville SC 09/2015 10/2019
Jehm Wealth & Retirement Strategies Greenville SC 12/2012 09/2016
Society Of Financial Awareness San Diego CA 09/2016 12/2017
Jehm Wealth & Retirement, Llc Greenville SC 09/2016 Present
  • 09/2015 → 10/2019
    Retirement Wealth Advisors
    Greenville, SC
  • 12/2012 → 09/2016
    Jehm Wealth & Retirement Strategies
    Greenville, SC
  • 09/2016 → 12/2017
    Society Of Financial Awareness
    San Diego, CA
  • 09/2016 → Present
    Greenville, SC
Previous Registrations
  • 2015-10-15 → 2019-10-08
    Estero, FL
    Greenville, SC
    Greenville, SC
    Cape Coral, FL
    Simpsonville, SC
  • 2015-08-06 → 2015-09-30
    Grace Capital Management, Llc
    Naples, FL
    Naples, FL
Other Businesses

1) Insurance Agent; Investment related; 117 Woodruff Place Circle, Ste. A Simpsonville, SC 29681. Fixed Insurance Products, Hours Dedicated: 40/week (40/week during trading hours) 2) Laurel Lake Homeowners Association; non-investment related; president; State Date: 01/2020 to Present; Dedicates: 2 hours/month; attends and oversees association meetings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-04
  • S65 Uniform Investment Adviser Law Examination
    2015-05-04
Other Names
  • Jennifer Rebbecca Blakely
  • Jennifer R Lahaie

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Simpsonville, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor