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Jason Whong

Wealth Enhancement Advisory Services, LLC

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About Jason Whong

Jason Whong is a financial advisor with Wealth Enhancement Advisory Services, LLC. Jason has been in the industry since June 2021, and has experience with J.P. MORGAN SECURITIES LLC and FIRST REPUBLIC SECURITIES COMPANY, LLC. Jason is registered with the state of California and holds the Series 66, Series 7TO and SIE exams. In addition to the services provided by Wealth Enhancement Advisory Services, LLC, Jason is also a landlord.

Firm Information

Jason Whong is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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Jason Whong’s Registration & Firm History

CA

05/23/2024 - Present

Wealth Enhancement Advisory Services, LLC (CUPERTINO CA)

NY

06/15/2021 - 05/17/2024

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

CA

08/31/2023 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 08/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2021

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Whong.
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