James Ashley Renfroe
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 Brokerage ServicesAug 2025 to now
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Marcum Wealth, LLCMar 2024 to May 2025
- LPL FinancialJun 2022 to Jan 2024
- Arista Advisory Group, LLCApr 2022 to Jan 2024
- Arista Consulting Group, LLCApr 2022 to Jan 2024
- Principal Life Insurance CompanyJun 2018 to May 2022
- Principal Securities, Inc.Jun 2018 to May 2022
- Cetera Investment Advisers LLCJan 2018 to Jun 2018
- Cetera Investment Services LLCJan 2018 to Jun 2018
- Regions BankDec 2017 to May 2018
- Bbva Compass Insurance Agency, Inc.Aug 2014 to Nov 2017
- Bbva Securities Inc.Aug 2014 to Nov 2017
- Bbva Wealth Solutions Inc.Aug 2014 to Nov 2017
- Compass BankJul 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5190444
- Firm CRD
- 116407