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AJ
CFA · CFP
AJ
CFA · CFP

Aaron Lee Johnson

Wealth Enhancement Advisory Services, LLC
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

Location

303 E Gurley St, Suite 424, Prescott, AZ, 86301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Atlas Private Wealth Management, LLC
September 2021 - November 2021 · 2 mos
Retirement Wealth Advisors, INC.
June 2016 - November 2016 · 5 mos
Retirement Wealth Advisors, INC.
December 2013 - April 2016 · 2 yrs 4 mos
Simplifinancial, INC.
June 2007 - August 2014 · 7 yrs 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.