Jerod Jeffrey Ewing
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2021 to now
- Wealth Enhancement Brokerage ServicesJan 2021 to now
- Wealth Enhancement GroupJan 2021 to now
- LPL Financial, LLCJan 2021 to Jun 2025
- TIAA-CREF Individual & Institutional Services, LLCSep 2019 to Nov 2020
- TIAAJan 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCJan 2017 to Jul 2018
- Scottrade, Inc.Jun 2015 to Jan 2017
- Scottrade Investment ManagementFeb 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6129416
- Firm CRD
- 116407