Jakob Donald Vickery

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

• 07/2024 → 12/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2024 → 12/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2014 → 07/2019
  The Den At Fox Hollow
  Morrison, CO
• 05/2020 → 01/2021
  Peaceful Choice
  Wheat Ridge, CO
• 07/2022 → 08/2022
  Empire Acquisitions
  Fort Collins, CO
• 08/2022 → 01/2023
  Aqua Verde Llc
  Fort Collins, CO
• 07/2019 → 05/2020
  Colorado State University
  Fort Collins, CO
• 01/2021 → 07/2022
  Colorado State University
  Fort Collins, CO
• 01/2023 → 06/2024
  Unemployed
  Fort Collins, CO
• 12/2024 → Present
  Wealth Enhancement Group
  Morrison, CO
• 12/2024 → Present
  Wealth Enhancement Advisory Services
  Morrison, CO
• 12/2024 → Present
  Wealth Enhancement Brokerage Services
  Morrison, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-05-21

Other Names

• Jakob Vickery