James Andrew Byrd

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 03/2021
  Edward Jones
  Albuquerque, NM
• 11/2006 → Present
  Jtb Farms Inc
  Tijeras, NM
• 03/2021 → 06/2025
  Lpl Financial Llc
  Albuquerque, NM
• 03/2021 → 10/2024
  Householder Group Estate & Retirement Specialists
  Albuquerque, NM
• 11/2024 → Present
  Wealth Enhancement Group
  Albuquerque, NM
• 11/2024 → Present
  Wealth Enhancement Advisory Services
  Albuquerque, NM
• 11/2024 → Present
  Wealth Enhancement Brokerage Services
  Albuquerque, NM

Previous Registrations

• 2021-03-22 → 2024-11-01
  Householder Group Estate & Retirement Specialists
  Albuquerque, NM
• 2016-02-22 → 2021-03-23
  Edward Jones
  Tijeras, NM
  St Louis, MO
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

Good Luck Properties LLC - Investment Related - Albuquerque, NM - Real Estate Rental - Start Date - 04/11/2022 - 4 Hours Per Month/ 0 Hours During Securities. AFEA- American Financial Education Alliance - Not Investment Related - Local college or library - Other-Educational - Start Date: 12/22/2022 - 10 Hours Per Month/4 Hours During Securities Trading. White Glove 567 - Other - Educational - Financial Advisor - Not Investment Related - Start Date 08/23/2023 - 4 Hours Per Month/ 2 Hours During Trading Wealth Enhancement Advisory Services - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 09/01/2024 - 160 Hrs/Mth - 120 Hrs During Trading. I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-28

Other Names

• James Andrew Byrd
• Jim Byrd