Jean Elzayek
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2025 to now
- Wealth Enhancement Brokerage ServicesJan 2025 to now
- Wealth Enhancement GroupJan 2025 to now
- Householder Group Estate and Retirement SpecialistFeb 2022 to Jan 2025
- Householder Group Estate and Retirement Specialists, LLCFeb 2022 to Jan 2025
- Gladstone Institutional AdvisoryMay 2020 to Feb 2022
- LPL Financial, LLCJun 2014 to Jan 2025
- Financial Resources Group Investment ServicesJun 2014 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4546368
- Firm CRD
- 116407