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Jeremy Hancock

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
18 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

18 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCMay 2026 to now
  2. Wealth Ehnancement Advisory ServicesApr 2026 to now
  3. Wealth Enhancement Brokerage ServicesApr 2026 to now
  4. Wealth Enhancement GroupApr 2026 to now
  5. Columbia BankAug 2025 to Apr 2026
  6. Raymond James Financial Services Advisors, Inc.Aug 2025 to Apr 2026
  7. Raymond James Financial Services, Inc.Aug 2025 to Apr 2026
  8. Umpqua BankAug 2025 to Apr 2026
  9. Bank of America N.A.Oct 2022 to Aug 2025
  10. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Aug 2025
  11. Edward JonesJun 2019 to Sep 2022
  12. Goldman Sachs & CompanyMar 2016 to May 2019
  13. United States Army (active Duty)Jul 2008 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
6629916
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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