Joseph Davies

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

• 10/2024 → Present
  Wealth Enhancement Group
  Coronado, CA
• 02/2024 → 10/2024
  Merrill Lynch
  La Jolla, CA
• 01/2023 → 09/2023
  Software Equity Group
  Encinitas, CA
• 05/2022 → 08/2022
  Eleete Real Estate
  Portland, OR
• 08/2020 → 05/2024
  University Of San Diego
  San Diego, CA
• 11/2024 → 06/2025
  Lpl Financial Llc
  Coronado, CA
• 05/2021 → 09/2021
  Entrepreneur
  Portland, OR
• 06/2018 → 08/2019
  Anthony Newman Sports Camp
  Beaverton, OR
• 08/2016 → 06/2020
  Jesuit High School
  Portland, OR
• 02/2025 → Present
  Wealth Enhancement Brokerage Services
  Coronado, CA
• 02/2025 → Present
  Wealth Enhancement Advisory Services
  Coronado, CA

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid Cambridge Res Inc - Investment Related - Outside/W-2 Employment - Oroville, CA - Start Date:12/10/2024 - 3 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-24