James Jenkins
James Jenkins is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 19 years of industry experience. James 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 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
March 2021Other Business Activities
James is a board member for the Cache Valley Transit District, dedicating minimal time. He is also the owner of Strategic Advocates, LLC, a registered investment advisor (RIA), and an investment advisor representative for CreativeOne Securities, LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
Creativeone Securities, LLCBroker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Strategic Advocates, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Yellowstone Partners
Demars Financial Group
Crown Capital Securities, L.P.Broker
State Registrations14 states
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.