Jonathan Liles is a CFP-designated registered investment advisor, based in Charlotte, NC, with 25 years of industry experience.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jonathan operates under the DBAs Wealth Enhancement Group and Wealth Enhancement Advisory Services LLC, providing investment advisory services. He dedicates full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Wealth Enhancement Advisory Services, LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
November 2021 - June 2025 · 3 yrs 7 mos
Carroll Financial Associates INC
June 2011 - December 2021 · 10 yrs 6 mos
Cetera Advisor Networks LLCBroker
January 2001 - December 2021 · 20 yrs 11 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.