Julia Felisberto-Mendes

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 → 03/2025
  J.P. Morgan Securities Llc
  Boston, MA
• 07/2023 → 03/2025
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 06/2019 → 07/2023
  First Republic Bank
  Boston, MA
• 09/2015 → 05/2019
  Bentley University
  Waltham, MA
• 09/2017 → 11/2018
  Vp Tanning Llc
  Waltham, MA
• 03/2025 → Present
  Wealth Enhancement Group
  Cambridge, MA
• 03/2025 → Present
  Wealth Enhancement Brokerage Services
  Cambridge, MA
• 03/2025 → Present
  Wealth Enhancement Advisory Services
  Cambridge, MA

Previous Registrations

• 2024-12-19 → 2025-03-20
  J.P. Morgan Securities Llc
  Boston, MA
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-18