Jason Watters

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

• 11/2014 → 10/2016
  Reilly Finanical Advisors, Llc
  La Mesa, CA
• 07/2016 → 09/2018
  Reilly Financial Advisors, Llc
  La Mesa, CA
• 10/2018 → 08/2020
  Lpl Financial
  San Diego, CA
• 08/2020 → 12/2021
  Reilly Finanical Advisors, Llc
  La Mesa, CA
• 12/2021 → 12/2022
  Creative Planning, Llc
  La Mesa, CA
• 02/2026 → Present
  Wealth Enhancement Group
  Lakeside, CA
• 02/2026 → Present
  Wealth Enhancement Advisory Services
  Lakeside, CA
• 01/2023 → 01/2026
  Unemployed
  El Cajon, CA

Previous Registrations

• 2022-01-04 → 2023-01-03
  Creative Planning
  La Mesa, CA
  Overland Park, KS
• 2020-08-31 → 2022-01-03
  Reilly Financial Advisors
  La Mesa, CA
• 2018-10-03 → 2020-08-27
  Lpl Financial Llc
  San Diego, CA
• 2016-09-29 → 2018-09-26
  Reilly Financial Advisors
  La Mesa, CA

Other Businesses

1. UNDERWATTERS CO - SAN DIEGO, CA - START DATE 03/2020 - OWNER/FOUNDER - LESS THAN 15 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - RECREATIONAL SCUBA DIVING INSTRUCTOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-12
• S63 Uniform Securities Agent State Law Examination
  2018-12-03

Other Names

• Jason R Watters
• Jason Russell Watters