Jonathan Lakin
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
19 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2024 to now
- Wealth Enhancement GroupSep 2024 to now
- MercerJan 2022 to Sep 2024
- Charles Schwab & Co., IncJun 2020 to Jan 2022
- Schwab Private Client Investment AdvisoryJun 2020 to Jan 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2020
- Fidelity InvestmentsOct 2007 to Mar 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5450353
- Firm CRD
- 116407