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Jamar M. Bostic

Wealth Enhancement Advisory Services, LLC

Jacksonville, FL

Plymouth, MN

CRD 6453146

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-11
  • FL RA
    APPROVED
    Since 2026-02-11

Branch Locations

Jacksonville, FL • 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 Brokerage Services Llc Jacksonville FL 02/2015 01/2026
Wealth Enhancement Group Jacksonville FL 02/2026 Present
Wealth Enhancement Brokerage Services Jacksonville FL 02/2026 Present
Wealth Enhancement Advisory Services Jacksonville FL 02/2026 Present
  • 02/2015 → 01/2026
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 02/2026 → Present
    Wealth Enhancement Group
    Jacksonville, FL
  • 02/2026 → Present
    Wealth Enhancement Brokerage Services
    Jacksonville, FL
  • 02/2026 → Present
    Wealth Enhancement Advisory Services
    Jacksonville, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-04-06
  • S63 Uniform Securities Agent State Law Examination
    2015-04-06
Designations
  • Chartered Financial Analyst
Other Names
  • Jamar Maurice Bostic

View on SEC IAPD

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