Joshua James Garnet Davis

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

• 06/2015 → 12/2016
  Msi Financial Services, Inc.
  Bellevue, WA
• 06/2015 → 12/2016
  Metropolitan Life Insurance Company
  Bellevue, WA
• 12/2016 → 05/2026
  Tiaa
  Portland, OR
• 12/2016 → 05/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Portland, OR
• 05/2026 → Present
  Wealth Enhancement Group
  Oregon City, OR
• 05/2026 → Present
  Wealth Enhancement Brokerage Services
  Oregon City, OR
• 05/2026 → Present
  Wealth Enhancement Advisory Services
  Oregon City, OR

Previous Registrations

• 2017-01-11 → 2026-05-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Portland, OR
  Oregon City, OR
• 2016-01-29 → 2017-01-04
  Msi Financial Services, Inc.
  Bellevue, WA
  Lake Oswego, OR
• 2007-04-02 → 2008-01-28
  Morgan Stanley & Co. Llc
  Portland, OR
• 2002-03-11 → 2007-04-02
  Morgan Stanley Dw Inc.
  Portland, OR
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-13
• S66 Uniform Combined State Law Examination
  2002-01-23

Other Names

• Joshua James Garnet Davis
• Joshua J Davis