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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)25 years in industry

JONATHAN VICTOR GIORDANI

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VIRGINIA BEACH, VA | FULTON, MD | PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf1e6a80-babf-dadf-ac30-b442fef917bc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2006 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, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Feb 9, 2001
First registration: Jan 26, 2006
Dual registered: yes, broker-dealer
Other names: JONATHAN VICTOR GIORDANI|jonathan giordani
IAPD individual key: 4245400

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	Jul 26, 2019	n/a	yes	FULTON, MD\|PLYMOUTH, MN\|VIRGINIA BEACH, VA	Current employment
PLANNING SOLUTIONS GROUP, LLC	Former SEC adviser	Nov 2, 2010	Sep 10, 2019	no	FULTON, MD	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 26, 2006	Nov 5, 2010	no	SYKESVILLE, MD	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
PLANNING SOLUTIONS GROUP, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Sep 10, 2019	Jul 26, 2019	-46	Firm change after gap	RIA to ibd
OSAIC FA, INC.	PLANNING SOLUTIONS GROUP, LLC	Nov 5, 2010	Nov 2, 2010	-3	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
154118:116407:MD:2019-09-10	Sep 10, 2019	Jul 26, 2019	FULTON, MD	Firm change after gap

Relationships

Registered with (3)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jul 26, 2019 to presentfactForm ADV
→ PLANNING SOLUTIONS GROUP, LLCRegistered adviserregistration: previous registration
Nov 2, 2010 to Sep 10, 2019factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 26, 2006 to Nov 5, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf1e6a80-babf-dadf-ac30-b442fef917bc
First observed: Jan 26, 2006
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JONATHAN VICTOR GIORDANI

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VIRGINIA BEACH, VA | FULTON, MD | PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf1e6a80-babf-dadf-ac30-b442fef917bc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Bd affiliated wealth

Jul 26, 2019

n/a

yes

FULTON, MD|PLYMOUTH, MN|VIRGINIA BEACH, VA

Current employment

PLANNING SOLUTIONS GROUP, LLC

Former SEC adviser

Nov 2, 2010

Sep 10, 2019

FULTON, MD

Previous registration

OSAIC FA, INC.

Former SEC adviser

Jan 26, 2006

Nov 5, 2010

SYKESVILLE, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PLANNING SOLUTIONS GROUP, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 10, 2019

Jul 26, 2019

-46

Firm change after gap

RIA to ibd

OSAIC FA, INC.

PLANNING SOLUTIONS GROUP, LLC

Nov 5, 2010

Nov 2, 2010

-3

Firm change

Other

Team

Left

Joined

From

Kind

154118:116407:MD:2019-09-10

Sep 10, 2019

Jul 26, 2019

FULTON, MD

Firm change after gap