Yesenia Virginia Beltran

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

• 10/2016 → 08/2017
  Pfs Investments Inc
  Houston, TX
• 09/2016 → 08/2017
  Primerica Financial Services
  Houston, TX
• 08/2017 → 08/2019
  Jp Morgan Chase Bank
  Houston, TX
• 08/2017 → 08/2019
  Jp Morgan Securities Llc
  Houston, TX
• 04/2009 → 04/2023
  Primerica Financial Services
  Sugar Lan, TX
• 03/2021 → 04/2023
  Pfs Investments Inc.
  Sugar Lan, TX
• 08/2019 → 03/2021
  Homemaker
  Katy, TX
• 04/2023 → 06/2025
  Lpl Financial Llc
  Houston, TX
• 04/2023 → Present
  Wealth Enhancement Group
  Houston, TX
• 04/2023 → Present
  Wealth Enhancement Brokerage Services
  Houston, TX
• 07/2026 → Present
  Wealth Enhancement Advisory Services
  Houston, TX

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid -Registered Admin - Start Date 4/17/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-10
• S63 Uniform Securities Agent State Law Examination
  2016-11-12

Other Names

• Yesenia Beltran
• Yesenia Virginia Ramos
• Yesenia V Beltran
• Jessie Beltran
• Yesenia Virginia Ramos
• Jessie Beltran