Jason Whong

Current Employers

Wealth Enhancement Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-05-23

CA RA
APPROVED

Since 2024-05-23

Branch Locations

10080 N Wolfe Rd Suite Sw3-200, Office 267, Cupertino, CA 95014 • United States

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

Cupertino, CA • 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

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	San Francisco	CA	03/2021	05/2024
J.P. Morgan Securities Llc	San Francisco	CA	03/2021	05/2024
Mufg Union Bank	San Francisco	CA	09/2018	03/2021
U.S. Bank	San Francisco	CA	02/2013	08/2018
Wealth Enhancement Group	Cupertino	CA	05/2024	Present
Wealth Enhancement Advisory Services	Cupertino	CA	05/2024	Present

03/2021 → 05/2024

Jpmorgan Chase Bank, N.A.

San Francisco, CA
03/2021 → 05/2024

J.P. Morgan Securities Llc

San Francisco, CA
09/2018 → 03/2021

Mufg Union Bank

San Francisco, CA
02/2013 → 08/2018

U.S. Bank

San Francisco, CA
05/2024 → Present

Wealth Enhancement Group

Cupertino, CA
05/2024 → Present

Wealth Enhancement Advisory Services

Cupertino, CA

Previous Registrations

2021-08-07 → 2024-05-17

J.P. Morgan Securities Llc

San Francisco, CA

New York, NY

New York, NY

Other Businesses

1. RENTAL PROPERTY - OWNER/LANDLORD - START DATE 11/2019 - NON-INVESTMENT RELATED - SPENDS LESS THAN 3 HOURS PER MONTH WITH 0 HOURS DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-06

S66 Uniform Combined State Law Examination

2021-08-06

Other Names

Jason A. Whong

View on SEC IAPD