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Jason Douglas Beaird

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Brentwood, TNCRD #4008402Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
LouisianaTennesseeTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/4/2011
Series 65
Uniform Investment Adviser Law Examination
Passed 2/1/2000
Series 3
National Commodity Futures Examination
Passed 2/6/2013
Series 7
General Securities Representative Examination
Passed 11/14/2011
Series 30
NFA Branch Manager Examination
Passed 3/19/2013

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 ADVISORY SERVICES, LLCCurrent
6/1/2022Brentwood, TN
KINGS POINT CAPITAL MANAGEMENT LLC
8/26/20146/3/2022Brentwood, TN
MERRILL LYNCH PIERCE FENNER & SMITH INC.
5/10/20023/21/2005Houston, TX

Official records & sources

Data as of August 9, 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. Jason Douglas Beaird 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.

Jason Douglas Beaird - Financial Advisor in Brentwood, TN | AdvisorFinder