Jacob Andrew Peroceschi

Current Employers

Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-11-06

WI RA
APPROVED

Since 2024-11-06

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

300 N Corporate Dr Suite 270, Brookfield, WI 53045 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Brookfield	WI	04/2004	10/2024
Charles Schwab Bank	Brookfield	WI	02/2005	10/2024
Wealth Enhancement Advisory Services	Brookfield	WI	11/2024	Present
Wealth Enhancement Group	Brookfield	WI	11/2024	Present

04/2004 → 10/2024

Charles Schwab & Co., Inc.

Brookfield, WI
02/2005 → 10/2024

Charles Schwab Bank

Brookfield, WI
11/2024 → Present

Wealth Enhancement Advisory Services

Brookfield, WI
11/2024 → Present

Wealth Enhancement Group

Brookfield, WI

Previous Registrations

2009-01-22 → 2023-10-05

Charles Schwab & Co., Inc.

Milwaukee, WI

Milwaukee, WI

Brookfield, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-22
S63	Uniform Securities Agent State Law Examination	2000-02-17

S65 Uniform Investment Adviser Law Examination

2024-10-22
S63 Uniform Securities Agent State Law Examination

2000-02-17

Other Names

Jacob Andrew Peroceschi
Jacob A Peroceschi

View on SEC IAPD