Valencia Brown Jones

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

• 05/2015 → 03/2019
  Magellan Federal / Armed Forces Service Corp
  Arlington, VA
• 03/2019 → 09/2021
  Homemaking
  Ontario, CA
• 06/2022 → 08/2025
  Origin Financial
  San Francisco, CA
• 09/2021 → 06/2022
  Self Employed
  Ontario, CA
• 07/2022 → 04/2024
  Tapin/Ey
  Secaucus, NJ
• 08/2025 → Present
  Wealth Enhancement Group
  Ontario, CA
• 08/2025 → Present
  Wealth Enhancement Advisory Services
  Ontario, CA

Previous Registrations

• 2022-06-02 → 2025-08-18
  Origin Investment Advisory Llc
  Ontario, CA
  Sarasota, FL
• 2022-07-25 → 2024-04-10
  Ernst & Young Investment Advisers Llp
  Secaucus, NJ
  Ontario, CA
• 2008-10-14 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
• 2007-01-22 → 2007-12-11
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Rancho Cucamonga, CA
• 2006-07-12 → 2007-01-24
  Cuso Financial Services, L.P.
  Tustin, CA
  Rancho Cucamonga, CA
  Santa Ana, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-01
• S66 Uniform Combined State Law Examination
  2000-07-12
• S63 Uniform Securities Agent State Law Examination
  1997-06-03

Designations

• Certified Financial Planner

Other Names

• Valencia Brown
• Valencia Brown
• Valencia Brown
• Valencia B Jones
• Valencia Furlow