A complete list of active advisors currently associated with JEHM Wealth & Retirement, LLC

Warmer can help you find a great advisor at JEHM Wealth & Retirement, LLC or one who fits your needs even better.

JEHM Wealth & Retirement, LLC serves individual and high‑net‑worth clients with comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm provides written comprehensive plans, hourly consulting engagements, and ongoing account management implemented through model portfolios and a sub‑adviser relationship. Its investment process begins with a client‑specific asset allocation based on goals and risk tolerance and uses both fundamental and technical analysis to monitor portfolios. Portfolios are typically implemented via model strategies and a sub‑adviser (currently AE Wealth Management) that has discretion to select securities and execute trades while JEHM retains the authority to hire or replace that sub‑adviser and conducts regular account and plan reviews. Noteworthy for a firm of its size, the principals act as licensed insurance agents and may receive insurance commissions separate from advisory fees, a conflict of interest the brochure discloses. The firm also reported recent material changes — including appointment of a new chief compliance officer, the addition of AE Wealth Management as an asset management platform, and the ability to use Charles Schwab as a custodian — and delegates fee collection and trade execution authority to its sub‑adviser, operational features prospective clients should consider.

To learn more about the advisors currently working at JEHM Wealth & Retirement, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.