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William Tyler Gray

Jehm Wealth & Retirement, LLC

Simpsonville, SC

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Current Employers
Jehm Wealth & Retirement, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-11
  • SC RA
    APPROVED
    Since 2026-08-11

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
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
  • 05/2019 → 05/2020
    Penn Mutual Life Ins Co
    Waltham, MA
  • 03/2018 → 12/2018
    Northwestern Mutual
    Providence, RI
  • 11/2016 → 11/2018
    Roche Bros.
    Millis, MA
  • 06/2014 → 06/2018
    Nick's Pizza
    Norfolk, MA
  • 09/2017 → 05/2019
    Bryant University
    Smithfield, RI
  • 07/2014 → 10/2017
    Universal Automation
    Walpole, MA
  • 09/2019 → 05/2020
    Hornor Towsend & Kent Llc
    Waltham, MA
  • 05/2020 → 06/2021
    Mass Mutual Life Insurance Company
    Warwick, RI
  • 05/2020 → 06/2021
    Warwick, RI
  • 07/2021 → 06/2022
    Fidelity Investments
    Smithfield, RI
  • 08/2015 → 06/2017
    Bristol Community College
    Attleboro, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Simpsonville, SC
  • 04/2023 → 03/2026
    Fidelity Investments
    Smithfield, RI
  • 06/2022 → 03/2023
    Fidelity Investments
    Smithfield, RI
  • 07/2020 → 06/2021
    Barnum Financial Group
    Warwick, RI
  • 06/2019 → 06/2020
    Concord Wealth Management
    Waltham, MA
Previous Registrations
  • 2025-03-31 → 2026-03-12
    Greenville, SC
    Greenville, SC
    Boston, MA
  • 2021-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Greenville, SC
  • 2021-01-13 → 2021-06-09
    Warwick, RI
Other Businesses

JEHM WEALTH AND RETIREMENT; INVESTMENT RELATED; SOUTH CAROLINA; INSURANCE AGENT; 07/07/2026; 10 HRS/WK; UTILIZE INSURANCE PRODUCTS WHEN DOING HOLISTIC PLANNING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
S63 Uniform Securities Agent State Law Examination 2020-08-21
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
  • S63 Uniform Securities Agent State Law Examination
    2020-08-21
Other Names
  • Will Gray
  • William Tyler Gray
  • William Gray

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