James Ashley Renfroe
Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Ashley Renfroe is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Destin, FL, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 10 firms, including Marcum Wealth, LLC and Arista Consulting Group. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Compass BANKJul 2014 – Nov 2017Birmingham, AL
- BBVA Securities Inc.Aug 2014 – Nov 2017Birmingham, AL
- BBVA Wealth Solutions Inc.Aug 2014 – Nov 2017Birmingham, AL
- BBVA Compass Insurance Agency, Inc.Aug 2014 – Nov 2017Austin, TX
- Regions BANKDec 2017 – May 2018Birmingham, AL
- Cetera Investment Advisers LLCJan 2018 – Jun 2018Birmingham, AL
- Cetera Investment Services LLCJan 2018 – Jun 2018St. Cloud, MN
- Principal Life Insurance CompanyJun 2018 – May 2022Birmingham, AL
- Principal Securities, Inc.Jun 2018 – May 2022Birmingham, AL
- Arista Consulting Group, LLCApr 2022 – Jan 2024Big Sky, MT
- Arista Advisory Group, LLCApr 2022 – Jan 2024Big Sky, MT
- LPL FinancialJun 2022 – Jan 2024Destin, FL
- Marcum Wealth, LLCMar 2024 – May 2025Cleveland, OH
- Wealth Enhancement GroupMay 2025 – no end date reportedDestin, FL
- Wealth Enhancement Advisory ServicesMay 2025 – no end date reportedDestin, FL
- Wealth Enhancement Brokerage ServicesAug 2025 – no end date reportedDestin, FL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Enhancement Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- $999,999 or less1.50%
- $1,000,000–$2,000,0001.25%
- Over $2,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 976
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Plymouth, MN
- SEC file number:
- 801-60749
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Wealth Enhancement Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Ashley Renfroe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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