Best Investors Account Sign in
Inactive

Jordan Putman

Wealth Enhancement Advisory Services, LLC

Irvine, CA

Plymouth, MN

Claim This Profile
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-26
  • CA RA
    APPROVED
    Since 2026-06-26

Branch Locations

9911 Irvine Center Dr Suite 100, Irvine, CA 92618 • 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
Wealth Enhancement Group Irvine CA 01/2026 Present
Wealth Enhancement Advisory Services Irvine CA 06/2026 Present
Spectrum Wealth Management, Llc Irvine CA 10/2025 12/2025
Putman Group Irvine CA 01/2020 12/2025
Club Cap Trabuco Canyon CA 01/2019 01/2020
Cal State University Fullerton Fullerton CA 06/2018 06/2023
Tesoro High School Las Flores CA 01/2014 06/2018
  • 01/2026 → Present
    Wealth Enhancement Group
    Irvine, CA
  • 06/2026 → Present
    Wealth Enhancement Advisory Services
    Irvine, CA
  • 10/2025 → 12/2025
    Spectrum Wealth Management, Llc
    Irvine, CA
  • 01/2020 → 12/2025
    Putman Group
    Irvine, CA
  • 01/2019 → 01/2020
    Club Cap
    Trabuco Canyon, CA
  • 06/2018 → 06/2023
    Cal State University Fullerton
    Fullerton, CA
  • 01/2014 → 06/2018
    Tesoro High School
    Las Flores, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-26
  • S65 Uniform Investment Adviser Law Examination
    2026-06-26

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor