JD
JD

Jonathan Danise

5 Years of Experience
Plymouth, MN
Broker

Jonathan Danise is a registered investment advisor, based in Plymouth, MN, with 5 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

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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Other Business Activities

Jonathan operates Wealth Enhancement Group as a DBA for his LPL business and is a notary. He also provides investment advisory services through Wealth Enhancement Advisory Services, dedicating full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Wealth Enhancement Advisory Services, LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
November 2023 - June 2025 · 1 yr 7 mos
Adirondack Retirement Specialists
December 2022 - December 2023 · 1 yr
American Portfolios Advisors, INC
December 2021 - March 2022 · 3 mos
American Portfolios Financial Services, INC.Broker
September 2020 - November 2023 · 3 yrs 2 mos
State Registrations19 states
ARAZCACOCTFLKYMAMEMIMNMTNCNHNVNYPASCVA
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.
Jonathan Danise - Financial Advisor | TrueAdvisor