Jacob Peroceschi is a registered investment advisor, based in Plymouth, MN, with 24 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History (1)
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Customer Dispute
May 2008Settled
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
April 2025 - Present · 1 yr 3 mos
Wealth Enhancement Brokerage Services, LLCBroker
April 2025 - Present · 1 yr 3 mos
Wealth Enhancement Advisory Services, LLC
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2009 - October 2023 · 14 yrs 9 mos
Charles Schwab & CO., INC.Broker
April 2004 - October 2023 · 19 yrs 6 mos
Strong Investments, INC.Broker
July 2000 - March 2004 · 3 yrs 8 mos
MML Investors Services, INC.Broker
February 2000 - July 2000 · 5 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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.