Jonathan Henderson

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

• 02/2015 → 09/2021
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 07/2018 → 09/2021
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 09/2021 → 07/2022
  J.P. Morgan Securities Llc
  Woodbury, MN
• 09/2021 → 07/2022
  Jp Morgan Chase Bank, N.A.
  Woodbury, MN
• 10/2016 → 07/2018
  Strategic Advisers Llc
  Salt Lake City, UT
• 08/2022 → Present
  Wealth Enhancement Brokerage Services
  Apple Valley, MN
• 08/2022 → Present
  Wealth Enhancement Group
  Apple Valley, MN
• 08/2022 → Present
  Wealth Enhancement Advisory Services
  Apple Valley, MN
• 10/2024 → 06/2025
  Lpl Financial Llc
  Apple Valley, MN

Previous Registrations

• 2021-10-06 → 2022-07-20
  J.P. Morgan Securities Llc
  Woodbury, MN
  Woodbury, MN
  Plymouth, MN
• 2018-07-13 → 2021-09-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-10-21 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT
  Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  2016-10-16
• S63 Uniform Securities Agent State Law Examination
  2015-03-23

Designations

• Certified Financial Planner

Other Names

• Jonathan Marcus Henderson