JEHM Wealth & Retirement Revenue

Financial Services • Five Forks, South Carolina, United States • 1-10 Employees

JEHM Wealth & Retirement revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at JEHM Wealth & Retirement

Jennifer Lahaie

Owner & Founder

Aden Partee

Client Relationship Director

Germein De Sario

Client Service Director

Company overview

Headquarters	117 Woodruff Place Circle, A, Simpsonville, South Carolina 29681, US
Phone number	+18645270482
Websites	jehmwealth.com confidentretirementlife.com
NAICS	52
Keywords	Stocks, Wealth Management, Annuities, Retirement Planning, Insurance, Financial Planning, 401K, Investment Advising
Founded	2012
Employees	1-10
Socials

JEHM Wealth & Retirement Email Formats

JEHM Wealth & Retirement uses 2 email formats. The most common is {first initial} (e.g., j@jehmwealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@jehmwealth.com	50%
{first name}	john@jehmwealth.com	50%

About JEHM Wealth & Retirement

JEHM Wealth & Retirement is an Independent Financial Services Firm providing specialized Retirement Planning, Investment & Insurance Services throughout Upstate South Carolina. JEHM Wealth utilizes comprehensive planning and investment strategies specifically designed to address the risks and needs of today's Retirees and Pre-Retirees. Greenville Office: 864-527-0482 Thank you for visiting JEHM Wealth & Retirement’s Page on Linkedin. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. JEHM Wealth & Retirement reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent. No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with JEHM Wealth & Retirement. JEHM Wealth & Retirement’s use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements. The information provided on this page is intended to provide general education on the topics covered. However, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties. JEHM and its affiliates are not affiliated with the social security administration, do not give tax or legal advice, and encourage you to consult with your tax adviser or attorney for advice specific to your situation. JEHM Wealth & Retirement is a SC Registered Investment Advisory and a licensed Insurance Agency, SC license #209866.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

JEHM Wealth & Retirement has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

JEHM Wealth & Retirement has never raised funding before.

JEHM Wealth & Retirement Tech Stack

Discover the technologies and tools that power JEHM Wealth & Retirement's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

The Events Calendar

WordPress plugins

Google Tag Manager

Tag managers

Frequently asked questions

JEHM Wealth & Retirement is located in Five Forks, South Carolina, US.

You can reach JEHM Wealth & Retirement at +18645270482.

JEHM Wealth & Retirement generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

JEHM Wealth & Retirement has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

JEHM Wealth & Retirement was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

JEHM Wealth & Retirement has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.