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117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-11 |
Branch Locations
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Waltham | MA | 05/2019 | 05/2020 |
| Northwestern Mutual | Providence | RI | 03/2018 | 12/2018 |
| Roche Bros. | Millis | MA | 11/2016 | 11/2018 |
| Nick's Pizza | Norfolk | MA | 06/2014 | 06/2018 |
| Bryant University | Smithfield | RI | 09/2017 | 05/2019 |
| Universal Automation | Walpole | MA | 07/2014 | 10/2017 |
| Hornor Towsend & Kent Llc | Waltham | MA | 09/2019 | 05/2020 |
| Mass Mutual Life Insurance Company | Warwick | RI | 05/2020 | 06/2021 |
| Mml Investors Services, Llc | Warwick | RI | 05/2020 | 06/2021 |
| Fidelity Investments | Smithfield | RI | 07/2021 | 06/2022 |
| Bristol Community College | Attleboro | MA | 08/2015 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Jehm Wealth & Retirement, Llc | Simpsonville | SC | 08/2026 | Present |
| Fidelity Investments | Smithfield | RI | 04/2023 | 03/2026 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 03/2023 |
| Barnum Financial Group | Warwick | RI | 07/2020 | 06/2021 |
| Concord Wealth Management | Waltham | MA | 06/2019 | 06/2020 |
JEHM WEALTH AND RETIREMENT; INVESTMENT RELATED; SOUTH CAROLINA; INSURANCE AGENT; 07/07/2026; 10 HRS/WK; UTILIZE INSURANCE PRODUCTS WHEN DOING HOLISTIC PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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