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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Jason Lee Tafoya

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN | BELLEVUE, WA

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Search this name across graphsid dfx:ria:a9f5ae21-cafb-6355-ca48-58c69223dd7e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2012 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: Feb 9, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 9, 2012
First registration: Feb 13, 2012
Dual registered: no
Other names: JASON TAFOYA
IAPD individual key: 5807693

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	Mar 2, 2026	n/a	yes	BELLEVUE, WA\|PLYMOUTH, MN	Current employment
THE H GROUP WASHINGTON, INC.	Former SEC adviser	Mar 19, 2019	May 14, 2026	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
HARVEST CAPITAL ADVISORS INC.	Former SEC adviser	Jan 21, 2019	Jan 21, 2019	no	BELLEVUE, WA	Previous registration
CS PLANNING CORP	Independent wealth	Dec 5, 2016	Dec 31, 2019	no	Bellevue, WA\|PORTLAND, OR	Previous registration
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Mar 9, 2015	Dec 5, 2016	no	BELLAVUE, WA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 13, 2012	Mar 18, 2015	no	SEATTLE, WA	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
THE H GROUP WASHINGTON, INC.	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	May 14, 2026	Mar 2, 2026	-73	Firm change after gap	RIA to ibd
CS PLANNING CORP	HARVEST CAPITAL ADVISORS INC.	Dec 31, 2019	Jan 21, 2019	-344	Firm change after gap	RIA to RIA
HARVEST CAPITAL ADVISORS INC.	THE H GROUP WASHINGTON, INC.	Jan 21, 2019	Mar 19, 2019	57	Firm change	RIA to new firm
STRATOS WEALTH PARTNERS, LTD	CS PLANNING CORP	Dec 5, 2016	Dec 5, 2016	0	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	STRATOS WEALTH PARTNERS, LTD	Mar 18, 2015	Mar 9, 2015	-9	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
300464:116407:WA:2026-05-14	May 14, 2026	Mar 2, 2026	BELLEVUE, WA	Firm change after gap

Relationships

Registered with (6)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Mar 2, 2026 to presentfactForm ADV
→ THE H GROUP WASHINGTON, INC.Registered adviserregistration: previous registration
Mar 19, 2019 to May 14, 2026factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Dec 5, 2016 to Dec 31, 2019factForm ADV
→ HARVEST CAPITAL ADVISORS INC.Registered adviserregistration: previous registration
Jan 21, 2019 to Jan 21, 2019factForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Mar 9, 2015 to Dec 5, 2016factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 13, 2012 to Mar 18, 2015factForm ADV

Dated events

Occurred
May 14, 2026
Advisor changed firm
Jason Lee Tafoya left The H Group Washington, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-03-02)
Form ADVobserved 5 days ago