Jacob T Manna
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 Brokerage GroupMay 2026 to now
- Wealth Enhancement Advisory Services, LLCOct 2025 to now
- Wealth Enhancement GroupApr 2025 to now
- UnemployedJan 2025 to Mar 2025
- National Futures AssociationJun 2023 to Aug 2023
- Hackensack Meridian HealthJun 2022 to Aug 2022
- Dworestsky FinancialJun 2021 to Jul 2021
- Monmouth UniversitySep 2020 to Dec 2024
- Freehold Township HsSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8074391
- Firm CRD
- 116407