Jacob Andrew Peroceschi
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
22 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
22 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2024 to now
- Wealth Enhancement GroupNov 2024 to now
- Charles Schwab BankFeb 2005 to Oct 2024
- Charles Schwab & Co., Inc.Apr 2004 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4138720
- Firm CRD
- 116407