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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-07-26
  • MD RA
    APPROVED
    Since 2019-07-26

Branch Locations

8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

283 Constitution Dr Suite 600, Virginia Beach, VA 23462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 11/2010 07/2019
Planning Solutions Group Fulton MD 11/2010 07/2019
Wealth Enhancement Group Fulton MD 07/2019 Present
Lpl Financial, Llc Fulton MD 01/2020 06/2025
Wealth Enhancement Brokerage Services Fulton MD 01/2020 Present
Wealth Enhancement Advisory Services Fulton MD 07/2019 Present
  • 11/2010 → 07/2019
    Triad Advisors
    Norcross, GA
  • 11/2010 → 07/2019
    Planning Solutions Group
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Group
    Fulton, MD
  • 01/2020 → 06/2025
    Lpl Financial, Llc
    Fulton, MD
  • 01/2020 → Present
    Wealth Enhancement Brokerage Services
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Advisory Services
    Fulton, MD
Previous Registrations
  • 2010-11-02 → 2019-09-10
    Planning Solutions Group, Llc
    Fulton, MD
  • 2006-01-26 → 2010-11-05
    Osaic Fa, Inc.
    Sykesville, MD
Other Businesses

JON GIORDANI - Investment Related - BALTIMORE, MD 21212 - REAL ESTATE RENTAL - Owner - Started 2002 - 1 Hour Per Month/0 Hours During Securities Trading - 1%. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 8/1/2019 - 160 Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. WEALTH ENHANCEMENT GROUP - Non-Investment Related - Fulton, MD - Fixed Insurance - Senior Vice President - Start Date: 09/2025 - .5 Hour Spent Per Month, 0 Hours Spent During Trading Hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-09
  • S63 Uniform Securities Agent State Law Examination
    2001-02-09
Designations
Other Names
  • Jonathan Victor Giordani
  • Jonathan Giordani

View on SEC IAPD

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