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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jalen Garrett

Advisor at REHMANN WEALTH

LANSING, MI | Detroit, MI

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Search this name across graphsid dfx:ria:21d2f438-a970-0fc7-b0db-582c8fe087a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 25, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REHMANN WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 24, 2018
First registration: Sep 25, 2018
Dual registered: no
Other names: JALEN A'LON GARRETT
IAPD individual key: 6439856

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REHMANN WEALTH	Independent wealth	Jan 10, 2023	n/a	yes	LANSING, MI\|Detroit, MI	Current employment
SGH WEALTH MANAGEMENT	Independent wealth	Oct 10, 2022	Oct 14, 2022	no	LATHRUP VILLAGE, MI	Previous registration
CIG ASSET MANAGEMENT, INC.	Independent wealth	Jan 10, 2022	Sep 26, 2022	no	SOUTHFIELD, MI	Previous registration
LUMIN FINANCIAL, LLC	Former SEC adviser	Feb 3, 2021	Dec 22, 2021	no	SOUTHFIELD, MI	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Sep 25, 2018	Feb 13, 2019	no	LIVONIA, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SGH WEALTH MANAGEMENT	REHMANN WEALTH	Oct 14, 2022	Jan 10, 2023	88	Firm change	RIA to RIA
CIG ASSET MANAGEMENT, INC.	SGH WEALTH MANAGEMENT	Sep 26, 2022	Oct 10, 2022	14	Firm change	RIA to RIA
LUMIN FINANCIAL, LLC	CIG ASSET MANAGEMENT, INC.	Dec 22, 2021	Jan 10, 2022	19	Firm change	RIA to RIA
MERCER GLOBAL ADVISORS INC.	LUMIN FINANCIAL, LLC	Feb 13, 2019	Feb 3, 2021	721	Firm change after gap	RIA to RIA

Relationships

Registered with (5)

→ REHMANN WEALTHRegistered adviserregistration: current employment
Jan 10, 2023 to presentfactForm ADV
→ SGH WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 10, 2022 to Oct 14, 2022factForm ADV
→ CIG ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 10, 2022 to Sep 26, 2022factForm ADV
→ LUMIN FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 3, 2021 to Dec 22, 2021factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Sep 25, 2018 to Feb 13, 2019factForm ADV

Dated events

Occurred
Oct 14, 2022
Advisor changed firm
Jalen Garrett left Sgh Wealth Management for Rehmann Wealth (registered 2023-01-10)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2022
Advisor changed firm
Jalen Garrett left Cig Asset Management, Inc. for Sgh Wealth Management (registered 2022-10-10)
Form ADVobserved 5 days ago