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JEHM WEALTH & RETIREMENT, LLC
Our mission is simple: to help our clients live more enjoyable lives with a little help from smarter financial planning. | JEHM Wealth & Retirement is an...
JEHM WEALTH & RETIREMENT, LLC
Our mission is simple: to help our clients live more enjoyable lives with a little help from smarter financial planning. | JEHM Wealth & Retirement is an Independent Financial Services Firm providing specialized Retirement Planning, Investment & Insurance Services throughout Upstate South Carolina.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Overland Park, KS, United States
Principals
James E. Hemphill
Principal
Sector focus
Frequently asked questions
Who governs JEHM Wealth & Retirement, LLC?
The firm is a registered investment advisor with James E. Hemphill serving as a principal, according to SEC filings. No public board or advisory committee composition has been disclosed. Governance likely rests solely with Hemphill as the registered representative.
What types of clients does JEHM Wealth serve?
Based on SEC registration, JEHM Wealth & Retirement provides investment advisory services primarily to individuals, including high-net-worth clients. There is no public evidence it accepts institutional accounts or advises family offices. Its target market appears to be the residents of the Kansas City metropolitan area.
What investment strategies does the firm typically use?
The firm's public filings suggest a focus on traditional asset classes typical for retail RIAs—mainly equities, fixed income, and cash equivalents. There are no disclosed allocations to private equity, venture capital, hedge funds, or direct real assets. The advisory approach likely emphasizes retirement-income planning and long-term wealth preservation.
What is the firm's known posture on co-investments or alternative assets?
There is no evidence in SEC filings or public disclosures that JEHM Wealth & Retirement participates in co-investments, fund-of-funds, or alternative asset vehicles. The firm appears to avoid speculative or illiquid strategies, concentrating on conventional securities selection and portfolio rebalancing.
How does the firm source its advisory offerings, and does it use proprietary products?
Public records indicate JEHM Wealth charges a fee for advisory services, but no proprietary investment products (e.g., in-house mutual funds or ETFs) have been identified. The firm likely relies on third-party custodians and approved asset managers to execute client portfolios, independent of any proprietary product manufacturing.
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