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RIA / WealthAdvisorCertified Financial Planner40 years in industry

Theodore Stanley Jablonski

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

OAKLAND, CA | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:05ebc2b1-a2fc-ed0e-9f02-1aecb8d89805

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 25, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 24, 1986
First registration: Jul 25, 2002
Dual registered: no
Other names: TED JABLONSKI|THEODORE STANLEY JABLONSKI|TED JABLONSKI|THEODORE STANLEY JABLONSKI|THEODORE STANLEY JABLONSKI JR.
IAPD individual key: 1514438

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 16, 2022	n/a	yes	PLYMOUTH, MN\|OAKLAND, CA	Current employment
BTR CAPITAL MANAGEMENT INC	Former SEC adviser	Nov 16, 2022	Dec 6, 2022	no	OAKLAND, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 27, 2007	May 25, 2018	no	SAN FRANCISCO, CA	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jan 17, 2003	Aug 23, 2007	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
PERSHING LLC	n/a	Jul 25, 2002	Jan 17, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BTR CAPITAL MANAGEMENT INC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Dec 6, 2022	Nov 16, 2022	-20	Firm change	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BTR CAPITAL MANAGEMENT INC	May 25, 2018	Nov 16, 2022	1,636	Firm change after gap	Wirehouse to RIA
CREDIT SUISSE SECURITIES (USA) LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 23, 2007	Jul 27, 2007	-27	Firm change	Other
PERSHING LLC	CREDIT SUISSE SECURITIES (USA) LLC	Jan 17, 2003	Jan 17, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105195:116407:CA:2022-12-06	Dec 6, 2022	Nov 16, 2022	OAKLAND, CA	Firm change

Relationships

Registered with (5)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 16, 2022 to presentfactForm ADV
→ BTR CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Nov 16, 2022 to Dec 6, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 27, 2007 to May 25, 2018factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jan 17, 2003 to Aug 23, 2007factForm ADV
→ PERSHING LLCRegistered adviserregistration: previous registration
Jul 25, 2002 to Jan 17, 2003factForm ADV

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
Theodore Stanley Jablonski left Btr Capital Management Inc for Wealth Enhancement Advisory Services, Llc (registered 2022-11-16)
Form ADVobserved 6 days ago