James Patrick Jenkins

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

• 12/2006 → 02/2017
  Crown Capital Securities, Lp
  Orange, CA
• 05/2013 → 02/2017
  Yellowstone Partners, Llc
  Idaho Falls, ID
• 02/2017 → 12/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2017 → 08/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2021 → 12/2025
  Strategic Advocates, Llc
  Logan, UT
• 08/2022 → 12/2025
  Strategic Advocates, Llc
  Logan, UT
• 01/2023 → 03/2024
  Crown Capital Securities, Lp
  Orange, CA
• 03/2024 → 12/2025
  Creativeone Securities, Llc
  Overland Park, KS
• 01/2026 → Present
  Wealth Enhancement Group
  Logan, UT
• 01/2026 → Present
  Wealth Enhancement Brokerage Services
  Logan, UT
• 01/2026 → Present
  Wealth Enhancement Advisory Services
  Logan, UT

Previous Registrations

• 2022-09-19 → 2026-01-02
  Strategic Advocates, Llc
  Sacramento, CA
• 2023-01-05 → 2024-03-12
  Crown Capital Securities, L.P.
  Logan, UT
  Orange, CA
  Logan, UT
• 2017-02-16 → 2022-12-31
  Cambridge Investment Research Advisors, Inc.
  Logan, UT
  Logan, UT
  Las Vegas, NV
• 2013-05-02 → 2017-02-15
  Yellowstone Partners
  Logan, UT
• 2010-01-11 → 2013-05-29
  Demars Financial Group Llc
  Logan, UT
  Spokane Valley, WA

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - LOGAN, UT. PROVIDE INVESTMENT ADVISOR SERVICES. 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - LOGAN, UT. SELL AND SERVICE FIXED INSURANCE AND FIXED ANNUITY PRODUCTS. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. PARTICK JENKINS, INC - PRESIDENT - LOGAN, UT. BUSINESS ENTITY FOR TAX PURPOSES. 1 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-31

Other Names

• Patrick Jenkins