John Overton
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.
John Overton is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Atlanta, GA, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Empower Advisory Group, LLC and Personal Capital Advisors Corporation. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
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.
- Northwestern Mutual LIFE Insurance CompanyDec 2014 – May 2017Milwaukee, WI
- Northwestern Mutual Investment Services LLCSep 2016 – May 2017Atlanta, GA
- Personal CapitalMay 2017 – Jan 2018Atlanta, GA
- Personal CapitalJan 2018 – Apr 2023Atlanta, GA
- Empower Advisory Group, LLCApr 2023 – Aug 2024Greenwood Village, CO
- Empower Financial Services, IncAug 2020 – Mar 2023Greenwood Village, CO
- Empower Financial Services, IncMar 2023 – Aug 2024Greenwood Village, CO
- Wealth Enhancement GroupAug 2024 – no end date reportedAtlanta, GA
- Wealth Enhancement Advisory ServicesAug 2024 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 9, 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. John Overton 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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