Jacob Max Kovar
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2025 to now
- Wealth Enhancement GroupJul 2022 to now
- Northwestern MutualJun 2021 to Aug 2021
- Bleakley Financial GroupJun 2020 to Aug 2020
- Indiana University-bloomingtonAug 2018 to May 2022
- Next Level Day CampJul 2018 to Aug 2018
- Next Level Day CampJul 2017 to Aug 2017
- Northern Highlands Regional High SchoolSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7269279
- Firm CRD
- 116407