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CFP
VJ
CFP

Valencia Jones

Wealth Enhancement Advisory Services, LLC
6 Years of Experience
Ontario, CA
1 Disclosure
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Valencia Jones is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Ontario, CA, with 6 years of industry experience. Valencia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1009 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.

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Location

Ontario, CA

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History

Regulatory History (1)
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Judgment / Lien
April 2001
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Other Business Activities

Valencia works as a 1099 Network Planner for Origin Financial, providing financial planning services to client employees. This investment-related activity takes about a quarter of Valencia's time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Ernst & Young Investment Advisers LLP
July 2022 - April 2024 · 1 yr 9 mos
Origin Investment Advisory LLC
June 2022 - August 2025 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - February 2009 · 4 mos
CUNA Brokerage Services, INC.
January 2007 - December 2007 · 11 mos
Cuso Financial Services, L.P.
July 2006 - January 2007 · 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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