Theodore Stanley Jablonski

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

• 07/2007 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 12/2008 → 05/2018
  Bank Of America, N.A.
  San Francisco, CA
• 06/2018 → 11/2022
  Btr Capital Management
  Oakland, CA
• 11/2022 → Present
  Wealth Enhancement Group
  Oakland, CA
• 11/2022 → Present
  Wealth Enhancement Advisory Services
  Oakland, CA

Previous Registrations

• 2022-11-16 → 2022-12-06
  Btr Capital Management Inc
  Oakland, CA
• 2007-07-27 → 2018-05-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2003-01-17 → 2007-08-23
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
  San Francisco, CA
• 2002-07-25 → 2003-01-17
  Pershing Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-22
• S63 Uniform Securities Agent State Law Examination
  1986-07-24

Designations

• Certified Financial Planner

Other Names

• Ted Jablonski
• Theodore Stanley Jablonski
• Ted Jablonski
• Theodore Stanley Jablonski
• Theodore Stanley Jablonski Jr.