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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Henderson is a financial advisor with Wealth Enhancement Advisory Services, LLC. Jonathan has been in the financial services industry since 2015. Jonathan holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE. Jonathan is also a CERTIFIED FINANCIAL PLANNER™. Jonathan has experience working with individual clients, corporations, and charitable organizations. Wealth Enhancement Advisory Services, LLC has a strong focus on investment management, financial planning, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
08/10/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
10/06/2021 - 07/20/2022
J.P. MORGAN SECURITIES LLC (Woodbury MN)
MN
04/28/2015 - 09/03/2021
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
BOTH
Issued 10/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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