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Jason Lee Tafoya

Wealth Enhancement Advisory Services, LLC

Bellevue, WA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-02
WA RA APPROVED 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02
  • WA RA
    APPROVED
    Since 2026-03-02

Branch Locations

11400 Se 8Th St Suite 235, Bellevue, WA 98004 • 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
Lpl Financial Llc Bellevue WA 03/2015 12/2016
Stratos Wealth Partners Bellevue WA 03/2015 12/2016
Cs Planning Corp Portland OR 12/2016 12/2019
Evergreen Wealth, Llc Bellevue WA 08/2015 10/2019
The H Group Washington, Inc. Bellevue WA 03/2019 02/2026
Wealth Enhancement Group Bellevue WA 03/2026 Present
Wealth Enhancement Advisory Services Bellevue WA 03/2026 Present
  • 03/2015 → 12/2016
    Lpl Financial Llc
    Bellevue, WA
  • 03/2015 → 12/2016
    Stratos Wealth Partners
    Bellevue, WA
  • 12/2016 → 12/2019
    Cs Planning Corp
    Portland, OR
  • 08/2015 → 10/2019
    Evergreen Wealth, Llc
    Bellevue, WA
  • 03/2019 → 02/2026
    The H Group Washington, Inc.
    Bellevue, WA
  • 03/2026 → Present
    Wealth Enhancement Group
    Bellevue, WA
  • 03/2026 → Present
    Wealth Enhancement Advisory Services
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-09
  • S66 Uniform Combined State Law Examination
    2012-02-09
Designations
Other Names
  • Jason Tafoya

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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