Jalen
Garrett

Rehmann Wealth

CRD#6439856
Investment Advisor
in Lansing, MI

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About this Advisor

Jalen Garrett is a financial advisor based in Lansing, Michigan, working with Rehmann Wealth. Jalen has previously held positions at Plante Moran Financial Advisors, Lear Corporation Career Services Center, Mercer Global Advisors Inc, Greenpath Financial Wellness, Lumin Financial, LLC, Cig Capital Advisors, Sgh Wealth Management, and Rehmann. Jalen has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jalen is part of Rehmann Wealth, which operates out of Lansing, Michigan. The firm has 12 offices and 36 employees. The firm manages assets totaling $3.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rehmann Wealth includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4086 Legacy Parkway
Lansing, MI 48911-4261

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Rehmann Wealth Brokerage Details

Total Assets Under Management

$3,846,368,000

MI Average: $943,424,332
Total Number of Employees

36

MI Average: 21
Total Number of Accounts

5,272

MI Average: 1,586
Average Account Size

$729,584

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jalen Garrett Work History

2023 - Present (1 year)

Rehmann

2022 - 2022 (< 1 year)

Sgh Wealth Management

2021 - 2022 (1 year)

Cig Capital Advisors

2019 - 2021 (2 years)

Lumin Financial, LLC

2018 - 2019 (1 year)

Mercer Global Advisors Inc

2016 - 2018 (2 years)

Greeenpath Financial Wellness

2014 - 2016 (2 years)

Plante Moran Financial Advisors

2014 - 2014 (< 1 year)

Lear Corporation Career Services Center

Disclosures

Please visit the SEC profile of Jalen Garrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rehmann Wealth

Sasank Boppana
Lansing, MI
Simon Micakaj
Troy, MI
Jalen Garrett
Lansing, MI
Scott Wesley
Tawas City, MI
James Russell
Lansing, MI
Theotime Desmulier
Bonita Springs, FL
Mark Meyers
Lansing, MI
Tyler Weir
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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