Jason Lee Tafoya
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2026 to now
- Wealth Enhancement GroupMar 2026 to now
- The H Group Washington, Inc.Mar 2019 to Feb 2026
- Cs Planning CorpDec 2016 to Dec 2019
- Evergreen Wealth, LLCAug 2015 to Oct 2019
- LPL Financial LLCMar 2015 to Dec 2016
- Stratos Wealth PartnersMar 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5807693
- Firm CRD
- 116407