Best Investors Account Sign in
Inactive

James Butler

Wealth Enhancement Advisory Services, LLC

West Conshohocken, PA

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
PA RA APPROVED 2025-05-16
  • PA RA
    APPROVED
    Since 2025-05-16

Branch Locations

1001 Conshohocken State Rd Suite 600, West Conshohocken, PA 19428 • 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
Commonwealth Financial Network Waltham MA 08/2000 08/2021
Fourfront Advisors, Llc Exton PA 11/2000 08/2021
Marcum Wealth, Llc Philadelphia PA 08/2021 05/2025
Wealth Enhancement Group West Conshohocken PA 05/2025 Present
Wealth Enhancement Advisory Services West Conshohocken PA 05/2025 Present
  • 08/2000 → 08/2021
    Commonwealth Financial Network
    Waltham, MA
  • 11/2000 → 08/2021
    Fourfront Advisors, Llc
    Exton, PA
  • 08/2021 → 05/2025
    Marcum Wealth, Llc
    Philadelphia, PA
  • 05/2025 → Present
    Wealth Enhancement Group
    West Conshohocken, PA
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    West Conshohocken, PA
Previous Registrations
  • 2021-12-01 → 2025-05-19
    Marcum Wealth, Llc
    Philadelphia, PA
    Cleveland, OH
    Blue Bell, PA
  • 2000-11-13 → 2021-12-31
    Fourfront Advisors, Llc
    Exton, PA
    Exton, PA
    Exton, PA
  • 2010-06-15 → 2021-08-17
    Commonwealth Financial Network
    Exton, PA
    Horsham, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-04-22
S63 Uniform Securities Agent State Law Examination 1984-04-30
  • S65 Uniform Investment Adviser Law Examination
    1991-04-22
  • S63 Uniform Securities Agent State Law Examination
    1984-04-30
Designations
Other Names
  • James C Jr Butler
  • James Clarence Butler

View on SEC IAPD

Other Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC
GKFO, LLC
MEREO CAPITAL PARTNERS, LLC
MORGAN STANLEY AIP GP LP
AVONWOOD CAPITAL MANAGEMENT LLC

Other Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci

Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

More in West Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor