Jonathan Florante Alviar

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

• 04/2024 → 03/2025
  Equitable Advisors, Llc
  New York, NY
• 06/2017 → 06/2019
  Hastings-On-Hudson Recreation Department
  Hastings-On-Hudson, NY
• 02/2022 → 09/2023
  Empress Ems
  Yonkers, NY
• 09/2023 → 02/2024
  Ossining Ovac
  Ossining, NY
• 01/2019 → 01/2021
  Baruch College
  New York, NY
• 08/2021 → 01/2023
  Southern New Hampshire University
  Yonkers, NY
• 09/2015 → 06/2019
  Arch Bishop Stepinac High School
  White Plains, NY
• 02/2021 → 07/2021
  Unemployed
  Yonkers, NY
• 09/2025 → Present
  Wealth Enhancement Group
  Fishkill, NY
• 09/2025 → Present
  Wealth Enhancement Advisory Services
  Fishkill, NY
• 04/2025 → 08/2025
  Unemployed
  Yonkers, NY

Previous Registrations

• 2024-06-20 → 2025-03-13
  Equitable Advisors, Llc
  Stamford, CT

Other Businesses

Insightful LLC- 418 Broadway, STE N Albany, NY 12207, Current owner, No business activity has occurred in the company as of now. Purpose of the company is to act as a consultant in data organization for other businesses using products such as Microsoft's Power BI, 0 hrs/month $0 annual comp

Exams

• S66 Uniform Combined State Law Examination
  2024-06-18

Other Names

• Jonathan Alviar