JG
CFP
JG
CFP

Jalen Garrett

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jalen is a board of trustee member for Mountaintop International Word Ministry, a nonprofit organization, since June 2022. He volunteers a minimal amount of time assisting the church with financial decision-making.

Employment History
Current Registrations
Rehmann Wealth
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Sgh Wealth Management
October 2022 - October 2022 · 0 mos
Cig Asset Management, INC.
January 2022 - September 2022 · 8 mos
Lumin Financial, LLC
February 2021 - December 2021 · 10 mos
Mercer Global Advisors INC.
September 2018 - February 2019 · 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Jalen Garrett - Financial Advisor | TrueAdvisor