Jason Tafoya
Jason Tafoya is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Bellevue, WA, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
11400 SE 8th St, Suite 235, Bellevue, WA, 98004
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jason is a notary public since 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
The H Group Washington, INC.
Harvest Capital Advisors INC.
Cs Planning CORP
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 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.
Exams
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