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JK

Jared Knowles

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Tampa, FLCRD #5339458Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jared Knowles has worked in the securities industry since 2010. They are registered to provide investment advisory services in Florida and Maryland.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaMaryland
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/12/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/31/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

Wealth Enhancement Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLCCurrent
7/29/2019Tampa, FL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCurrent
7/24/2019Tampa, FL
PLANNING SOLUTIONS GROUP, LLC
11/20/20179/10/2019Tampa, FL
AMERIVEST INVESTMENT MANAGEMENT, LLC
7/29/20081/15/2016Tampa, FL
TD AMERITRADE, INC.
7/29/20081/15/2016Tampa, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Knowles 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.

Jared Knowles - Financial Advisor in Tampa, FL | AdvisorFinder