Joshua James garnet Davis
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2026 to now
- Wealth Enhancement Brokerage ServicesMay 2026 to now
- Wealth Enhancement GroupMay 2026 to now
- TIAADec 2016 to May 2026
- TIAA-CREF Individual & Institutional Services, LLCDec 2016 to May 2026
- Metropolitan Life Insurance CompanyJun 2015 to Dec 2016
- Msi Financial Services, Inc.Jun 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 4475983
- Firm CRD
- 116407