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RIA / WealthAdvisor11 years in industry

Jason Watters

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

LAKESIDE, CA | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:ec068f2e-ea58-0668-cb1e-9181751e2028

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 29, 2016 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: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 3, 2018
First registration: Sep 29, 2016
Dual registered: no
Other names: JASON R WATTERS|JASON RUSSELL WATTERS
IAPD individual key: 6254712

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	Aug 12, 2026	n/a	yes	PLYMOUTH, MN\|LAKESIDE, CA	Current employment
CREATIVE PLANNING	Independent wealth	Jan 4, 2022	Jan 3, 2023	no	OVERLAND PARK, KS\|La Mesa, CA	Previous registration
REILLY FINANCIAL ADVISORS	Former SEC adviser	Aug 31, 2020	Jan 3, 2022	no	LA MESA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 3, 2018	Aug 27, 2020	no	SAN DIEGO, CA	Previous registration
REILLY FINANCIAL ADVISORS	Former SEC adviser	Sep 29, 2016	Sep 26, 2018	no	LA MESA, 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
CREATIVE PLANNING	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jan 3, 2023	Aug 12, 2026	1,317	Firm change after gap	RIA to ibd
REILLY FINANCIAL ADVISORS	CREATIVE PLANNING	Jan 3, 2022	Jan 4, 2022	1	Firm change	RIA to RIA
LPL FINANCIAL LLC	REILLY FINANCIAL ADVISORS	Aug 27, 2020	Aug 31, 2020	4	Firm change	Ibd to RIA
REILLY FINANCIAL ADVISORS	LPL FINANCIAL LLC	Sep 26, 2018	Oct 3, 2018	7	Firm change	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
110315:105348:CA:2022-01-03	Jan 3, 2022	Jan 4, 2022	LA MESA, CA	Firm change

Relationships

Registered with (4)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Aug 12, 2026 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Jan 4, 2022 to Jan 3, 2023factForm ADV
→ REILLY FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2020 to Jan 3, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 3, 2018 to Aug 27, 2020factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
Jason Watters left Creative Planning for Wealth Enhancement Advisory Services, Llc (registered 2026-08-12)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Jason Watters left Reilly Financial Advisors for Creative Planning (registered 2022-01-04)
Form ADVobserved 5 days ago