Jeffrey Ong
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, LLCFeb 2026 to now
- Wealth Enhancement GroupFeb 2026 to now
- Byu-idahoSep 2025 to Dec 2025
- UnemployedJun 2025 to Sep 2025
- Arrow Wealth AdvisorsMar 2025 to Jun 2025
- UnemployedDec 2024 to Mar 2025
- Byu-idahoSep 2023 to Dec 2024
- The Church of Jesus Christ of Latter-day SaintsSep 2021 to Sep 2023
- Byu-idahoSep 2020 to Sep 2021
- San Benito High SchoolSep 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8214440
- Firm CRD
- 116407