Jason Lawrence
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
17 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
17 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2024 to now
- Wealth Enhancement Brokerage ServicesSep 2024 to now
- Wealth Enhancement GroupSep 2024 to now
- LPL Financial LLCSep 2018 to Jun 2025
- Levy Wealth Management Group, LLCSep 2018 to Aug 2024
- Pst Advisors, LLCJun 2014 to Sep 2018
- AXA Advisors, LLCJun 2009 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2008
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
- 5097778
- Firm CRD
- 116407