James Phelps

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

• 08/2015 → 06/2017
  Community School Of Naples
  Naples, FL
• 06/2017 → 05/2021
  Florida State University
  Tallahassee, FL
• 06/2021 → 06/2023
  Moran Wealth Management, Llc
  Naples, FL
• 06/2023 → Present
  Wealth Enhancement Group
  Naples, FL
• 06/2023 → Present
  Wealth Enhancement Advisory Services
  Naples, FL

Previous Registrations

• 2023-05-22 → 2023-06-09
  Moran Wealth Management, Llc
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-07

Other Names

• James Phelps
• James Christopher Phelps