Joseph Clayton Gaj

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

• 01/2016 → 02/2019
  Aepg Wealth Strategies
  Warren, NJ
• 10/2018 → 01/2024
  Zenith Marketing Group Llc
  Freehold, NJ
• 02/2019 → 01/2024
  First Palladium Llc
  Fort Wayne, IN
• 06/2022 → 01/2024
  Integrity Marketing Group
  Dallas, TX
• 02/2024 → 06/2025
  Lpl Financial Llc
  Howell, NJ
• 01/2024 → Present
  Wealth Enhancement Advisory Services
  Howell, NJ
• 01/2024 → Present
  Wealth Enhancement Group
  Howell, NJ
• 01/2024 → Present
  Wealth Enhancement Brokerage Services
  Howell, NJ

Previous Registrations

• 2016-02-23 → 2019-01-22
  Aepg Wealth Strategies
  Warren, NJ
• 2014-09-03 → 2016-01-26
  Mml Investors Services, Llc
  Freehold, NJ
  Toms River, NJ
  Freehold, NJ
  Saddle Brook, NJ
  Edison, NJ

Other Businesses

CHERRY TREE ADVISORS LLC / Business Entity For Tax/Investment Purposes Only / Not investment Related / 0 hrs mth / 0 hrs during trading / Start date: 01/01/2019 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 1/29/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Non-Variable Insurance - Director - Investment Related - At Reported Business Location(s) - Start Date 04/12/2024 - 4 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-07
• S65 Uniform Investment Adviser Law Examination
  2014-08-07
• S66 Uniform Combined State Law Examination
  2009-01-26

Designations

• Chartered Financial Consultant