James Dylan Thompkins
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2026 to now
- Wealth Enhancement Brokerage ServicesMay 2026 to now
- Wealth Enhancement GroupMay 2026 to now
- Self EmployedDec 2025 to May 2026
- Bank of America, N.A.Aug 2017 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2016 to Dec 2025
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6490719
- Firm CRD
- 116407