James Mark Trippon
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
36 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2026 to now
- Wealth Enhancement Advisory SericesJul 2026 to now
- Wealth Enhancement GroupJul 2026 to now
- Trippon Wealth Management Group, LLCJun 2005 to Jul 2026
- Bretton Woods Press LLCAug 2002 to Jul 2026
- J.M. Trippon & Co, P.C.Aug 1990 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2491347
- Firm CRD
- 116407