Jean Elzayek

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

• 06/2014 → 01/2025
  Lpl Financial, Llc
  Monroe, NC
• 06/2014 → 02/2022
  Financial Resources Group Investment Services
  Fort Mill, SC
• 05/2020 → 02/2022
  Gladstone Institutional Advisory
  Fort Mill, SC
• 02/2022 → 01/2025
  Householder Group Estate And Retirement Specialist
  Monroe, NC
• 02/2022 → 01/2025
  Householder Group Estate And Retirement Specialists, Llc
  Monroe, NC
• 01/2025 → Present
  Wealth Enhancement Group
  Monroe, NC
• 01/2025 → Present
  Wealth Enhancement Brokerage Services
  Monroe, NC
• 01/2025 → Present
  Wealth Enhancement Brokerage Services
  Monroe, NC

Previous Registrations

• 2022-02-17 → 2025-02-05
  Householder Group Estate & Retirement Specialists
  Scottsdale, AZ
  Monroe, NC
• 2020-09-23 → 2022-01-28
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Fort Mill, SC
• 2002-11-05 → 2002-11-27
  Waddell & Reed
  Sacramento, CA

Other Businesses

1. NC WOOD DESIGN, LLC - ETSY STORE. SALE OF WOODTURNED ITEMS - NOT INVESTMENT RELATED - 10 HOURS PER MONTH WITH 0 HOURS DURING TRADING HOURS - START DATE 10/2017 2. 4 E PROPERTIES, LLC - RENTAL PROPERTIES - NOT INVESTMENT RELATED - 5 HOURS PER MONTH WITH 0 HOURS DURING TRADING - START DATE 10/2023 3. ELZAYEK FAMILY TRUST - TRUSTEE - NOT INVESTMENT RELATED - 0 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - START DATE 10/2023

Exams

• S66 Uniform Combined State Law Examination
  2020-10-23

Other Names

• John Elzayek
• John ^^ Elzayek
• Jean ^^ Zayek
• Jean ^^ El-Zayek