Aden Keith Partee

Employer firm

Alloy Investment Management CRD 306227

725 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Alloy Investment Management
  Greenville, SC
• 04/2023 → 11/2023
  Lpl Financial Llc
  Spartanburg, SC
• 01/2022 → 04/2023
  Chick-Fil-A
  Greenville, SC
• 09/2018 → 05/2022
  Wofford College
  Spartanburg, SC
• 06/2021 → 08/2021
  Davidson Brothers Landscaping Llc
  Laurens, SC
• 11/2020 → 12/2020
  Chick-Fil-A
  Pooler, GA
• 06/2016 → 08/2020
  Chick-Fil-A
  Laurens, SC
• 06/2019 → 07/2019
  Chick-Fil-A
  Pooler, GA
• 08/2014 → 06/2018
  Laurens District 55 High School
  Laurens, SC
• 11/2023 → 01/2024
  Jehm Wealth & Retirement, Llc
  Simpsonville, SC
• 01/2024 → 05/2026
  Jehm Wealth & Retirement, Llc
  Simpsonville, SC

Previous Registrations

• 2024-01-26 → 2026-05-18
  Jehm Wealth & Retirement, Llc
  Simpsonville, SC

Other Businesses

INSURANCE LICENSED; INVESTMENT RELATED; SOUTH CAROLINA; SALES OF INSURANCE PRODUCTS; 2/2026; 10 HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-10

Designations

• Certified Financial Planner

Other Names

• Aden Partee