Jacob Madison Babiuk

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

• 05/2019 → 12/2019
  Securities America, Inc.
  Fitchburg, WI
• 01/2016 → 05/2019
  Uw-Whitewater
  Whitewater, WI
• 04/2015 → Present
  Deer Valley Golf
  Barneveld, WI
• 05/2015 → 05/2019
  University Of Wisconsin-Whitewater
  Whitewater, WI
• 09/2019 → 12/2019
  Securities America Advisors
  Fitchburg, WI
• 02/2020 → 12/2020
  Sva Wealth Management, Llc
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Madison, WI

Previous Registrations

• 2020-02-04 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
• 2019-09-03 → 2019-12-19
  Securities America Advisors, Inc.
  Fitchburg, WI

Other Businesses

Deer Valley Golf Course in Barneveld, WI as a club house manager/bartender. I manage tee sheets, take calls, manage employees and serve drinks. There is not investment activity. Just an employee of the business.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-23

Other Names

• Jake Madison Babiuk