Justin Jarvis

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

• 12/2013 → 11/2021
  Ubs Financial Services Inc.
  Portsmouth, NH
• 12/2021 → 08/2022
  Stifel Nicolaus & Co Inc
  Portsmouth, NH
• 08/2022 → 02/2026
  Citizens Securities, Inc.
  Amesbury, MA
• 08/2022 → 02/2026
  Citizens Private Wealth
  Amesbury, MA
• 08/2022 → 02/2026
  Citizens Bank
  Amesbury, MA
• 02/2026 → Present
  Wealth Enhancement Group
  Epping, NH
• 02/2026 → Present
  Wealth Enhancement Brokerage Services
  Epping, NH
• 02/2026 → Present
  Wealth Enhancement Advisory Services
  Epping, NH

Previous Registrations

• 2022-08-23 → 2026-02-11
  Citizens Securities, Inc.
  Woburn, MA
  Portsmouth, NH
  Hudson, NH
  Portsmouth, NH
  Woburn, MA
  Portsmouth, NH
  Johnston, RI
  Amesbury, MA
• 2022-08-23 → 2026-02-11
  Citizens Private Wealth
  Portsmouth, NH
  Tarrytown, NY
  Amesbury, MA
  Portsmouth, NH
  Amesbury, MA
• 2021-12-01 → 2022-08-29
  Stifel, Nicolaus & Company, Incorporated
  Portsmouth, NH
• 2013-12-13 → 2021-12-16
  Ubs Financial Services Inc.
  Portsmouth, NH
• 2010-03-17 → 2013-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portsmouth, NH

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT RELATED - BOSTON, MA - ADVISORY SERVICES - START DATE 02/2026 - 160 HRS SPENT PER MONTH WITH 160 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-05

Other Names

• Justin W Jarvis