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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

Jonathan Lakin

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

ADDISON, TX | GRAPEVINE, TX | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:498cb08a-761a-e9b8-9a3c-9f8042c71804

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 9, 2009 to Sep 15, 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: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66|S63
First exam: Jan 31, 2008
First registration: Sep 9, 2009
Dual registered: no
Other names: Jonathan S Lakin|Jonathan Stephen Lakin
IAPD individual key: 5450353

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	Sep 5, 2024	n/a	yes	ADDISON, TX\|GRAPEVINE, TX\|PLYMOUTH, MN	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jul 8, 2020	Feb 17, 2022	no	Westlake, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Apr 9, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 9, 2009	Jul 13, 2018	no	CHICAGO, IL\|OAKBROOK, IL\|WESTLAKE, TX	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
SCHWAB WEALTH ADVISORY, INC.	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Feb 17, 2022	Sep 5, 2024	931	Firm change after gap	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	SCHWAB WEALTH ADVISORY, INC.	Apr 9, 2020	Jul 8, 2020	90	Firm change	Other
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 5, 2024 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jul 8, 2020 to Feb 17, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Apr 9, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 9, 2009 to Jul 13, 2018factForm ADV

Dated events

Occurred
Feb 17, 2022
Advisor changed firm
Jonathan Lakin left Schwab Wealth Advisory, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2024-09-05)
Form ADVobserved 5 days ago