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Jalen Garrett

Rehmann Wealth

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About Jalen Garrett

Jalen Garrett is an investment advisor representative with Rehmann Wealth. Jalen has been in the financial services industry for over 8 years, working with clients to achieve their financial goals. Jalen has a Series 65 license, which allows them to provide investment advice to individuals and families. They are also a Certified Financial Planner (CFP®). In addition to their investment advisory work, Jalen is a board member for Mountaintop International Word Ministry. Jalen is committed to providing their clients with personalized financial advice and services.

Firm Information

Jalen Garrett is currently registered with Rehmann Wealth. Rehmann Wealth is a wealth management firm located in Lansing, MI. The firm manages approximately $3.85 billion in assets for individuals, corporations, pension and profit-sharing plans, and insurance companies. Rehmann Wealth offers a variety of services, including financial planning, portfolio management, and pension consulting.
Rehmann Wealth

4086 LEGACY PARKWAY

LANSING, MI 48911-4261

$3.85B

Assets Under Management

44

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Servicing fees from custodians

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Jalen Garrett’s Registration & Firm History

MI

01/10/2023 - Present

Rehmann Wealth (LANSING MI)

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Licenses & Designations

IA

Issued 09/24/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jalen Garrett.
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