Matthew Gregory Jelnicky

Current Employers

Employment History

• 07/1997 → 11/2021
  Matthew G. Jelnicky Cpa Pa
  Charlotte, NC
• 07/2015 → 11/2021
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 07/2015 → 11/2021
  Lpl Financial Llc
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Group
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Advisory Services
  Charlotte, NC
• 11/2021 → 06/2025
  Lpl Financial
  San Diego, CA
• 12/2021 → Present
  Wealth Enhancement Brokerage Services
  Charlotte, NC

Previous Registrations

• 2015-07-20 → 2021-12-06
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 2006-03-30 → 2015-07-20
  Cetera Wealth Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2004-06-28 → 2006-03-30
  Tricapital Wealth Management, Inc.
  Charlotte, NC

Other Businesses

1. 07/20/2015 - Matthew Jelnicky CPA PA - Investment Related - Tax Prep/Accounting/CPA - Start Date: 09/01/1997 - Time Spent 35% - Tax prep and CPA services. 2. 07/20/2015 - Park South Advisors - Investment Related - Non-Variable Insurance - Time Spent 5% - Selling term life insurance through Dixon Wells. 3. 01/13/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/01/2021 - 180 Hours Per Month/180 Hour During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-06

Designations