Jared Knowles

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

• 05/2011 → Present
  Cf Thumbs Up Llc
  Tampa, FL
• 10/2017 → 07/2019
  Planning Solutions Group, Llc
  Fulton, MD
• 12/2017 → 07/2019
  Triad Advisors
  Norcross, GA
• 07/2019 → 06/2025
  Lpl Financial Llc
  Tampa, FL
• 07/2019 → Present
  Wealth Enhancement Group
  Tampa, FL
• 07/2019 → Present
  Wealth Enhancement Advisory Services
  Tampa, FL

Previous Registrations

• 2017-11-20 → 2019-09-10
  Planning Solutions Group, Llc
  Tampa, FL
  Fulton, MD
• 2008-07-29 → 2016-01-15
  Td Ameritrade, Inc.
  Naples, FL
  Tampa, FL
• 2008-07-29 → 2016-01-15
  Td Ameritrade Investment Management, Llc
  Naples, FL
  Tampa, FL
  Tampa, FL

Other Businesses

Business Owner - CF Thumbs Up LLC - Not Investment Related - 6824 S. Manhattan Ave. Tampa, FL 33611

Exams

• S66 Uniform Combined State Law Examination
  2007-09-12

Designations

• Certified Financial Planner

Other Names

• Jared W Knowles