John Overton

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

• 12/2014 → 05/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2016 → 05/2017
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 05/2017 → 01/2018
  Personal Capital
  Atlanta, GA
• 01/2018 → 04/2023
  Personal Capital
  Atlanta, GA
• 04/2023 → 08/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 08/2020 → 03/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2023 → 08/2024
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2024 → Present
  Wealth Enhancement Group
  Atlanta, GA
• 08/2024 → Present
  Wealth Enhancement Advisory Services
  Atlanta, GA

Previous Registrations

• 2023-04-03 → 2024-08-15
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Atlanta, GA
  Greenwood Village, CO
• 2017-05-26 → 2023-04-03
  Personal Capital Advisors Corporation
  Atlanta, GA
  Greenwood Village, CO
  Atlanta, GA
• 2015-05-20 → 2017-05-08
  Northwestern Mutual Investment Services, Llc
  Boston, MA
  Atlanta, GA

Other Businesses

1. D&J REAL ESTATE PARTNERS, LLC - ATLANTA, GA - STARTED 08/07/2021 - REGISTERED AGENT - INVESTMENT RELATED - 2 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - CO-OWNER OF RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-05
• S63 Uniform Securities Agent State Law Examination
  2015-03-19

Other Names

• John Overton
• John Oliver Overton