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Jonathan Lakin

Wealth Enhancement Advisory Services, LLC

Addison, TX

Grapevine, TX

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-05
  • TX RA
    APPROVED
    Since 2024-09-05

Branch Locations

15851 Dallas Pkwy Suite 600, Office 631, Addison, TX 75001 • United States

Grapevine, TX • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 10/2007 03/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2020
Charles Schwab & Co., Inc Westlake TX 06/2020 01/2022
Schwab Private Client Investment Advisory Westlake TX 06/2020 01/2022
Mercer Dallas TX 01/2022 09/2024
Wealth Enhancement Advisory Services Grapevine TX 09/2024 Present
Wealth Enhancement Group Grapevine TX 09/2024 Present
  • 10/2007 → 03/2020
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 03/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2020 → 01/2022
    Charles Schwab & Co., Inc
    Westlake, TX
  • 06/2020 → 01/2022
    Schwab Private Client Investment Advisory
    Westlake, TX
  • 01/2022 → 09/2024
    Mercer
    Dallas, TX
  • 09/2024 → Present
    Wealth Enhancement Advisory Services
    Grapevine, TX
  • 09/2024 → Present
    Wealth Enhancement Group
    Grapevine, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-08
S63 Uniform Securities Agent State Law Examination 2008-01-31
  • S66 Uniform Combined State Law Examination
    2009-09-08
  • S63 Uniform Securities Agent State Law Examination
    2008-01-31
Designations
Other Names
  • Jonathan S Lakin
  • Jonathan Stephen Lakin

View on SEC IAPD

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DEAN ALLEN RAGER

Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
CWM, LLC · Engelwood, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO, CO

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