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JE

Jean Elzayek

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Monroe, NCCRD #4546368Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
8

Professional summary

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

Jean Elzayek has worked in the securities industry since 2002. They have passed the Series 99, 66, 53, 52, 24, 7, and 4 examinations. They are registered to provide investment advisory services in North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/23/2020
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/18/2002
Series 53
Municipal Securities Principal Examination
Passed 12/11/2009
Series 4
Registered Options Principal Examination
Passed 6/16/2005
Series 24
General Securities Principal Examination
Passed 3/3/2005

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
1/21/2025Monroe, NC
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLCCurrent
1/16/2025Monroe, NC
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
2/17/20222/5/2025Monroe, NC
GLADSTONE WEALTH GROUP
9/23/20201/28/2022Fort Mill, SC
WADDELL & REED, INC.
11/5/200211/27/2002Sacramento, CA

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. Jean Elzayek 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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Jean Elzayek - Financial Advisor in Monroe, NC | AdvisorFinder