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James Christopher Scott

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets

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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

29 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCJan 2025 to now
  2. Wealth Enhancement GroupJan 2025 to now
  3. Cetera Investment Advisers LLCDec 2024 to Dec 2024
  4. Cetera Investment Services LLCDec 2024 to Dec 2024
  5. Citadel Federal Credit UnionMar 2022 to Dec 2024
  6. Cuso Financial Services, LPMar 2022 to Dec 2024
  7. UnemployedJan 2022 to Feb 2022
  8. The Vanguard Group, Inc.Nov 1997 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
5053110
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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