DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Valencia Brown Jones

Wealth Enhancement Advisory Services, LLCBD affiliatedPlymouth, Mn IA-onlyIAPD 2894846

Certified Financial Planner

Feed of 09/14/2026

Also filed as Valencia Brown

At current firm

1 y

since Sep 3, 2025

In the industry

29 y

since Jun 3, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since Sep 3, 2025 · Ontario, Ca
Ernst & Young Investment Advisers Llp no RAUM
Jul 25, 2022 to Apr 10, 2024 · Ontario, Ca
Origin Investment Advisory LLC independent RIA
Jun 2, 2022 to Aug 18, 2025 · Ontario, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 14, 2008 to Feb 12, 2009 · Riverside, Ca
Cuna Brokerage Services, Inc. former
Jan 22, 2007 to Dec 11, 2007 · Waverly, Ia
Cuso Financial Services, L.P. former
Jul 12, 2006 to Jan 24, 2007 · Tustin, Ca

Moves

a registration end followed by a registration begin elsewhere

Origin Investment Advisory LLC to Ernst & Young Investment Advisers Llp
left Aug 18, 2025, registered Jul 25, 2022 (-1120 days) · Other
Ernst & Young Investment Advisers Llp to Wealth Enhancement Advisory Services, LLC
left Apr 10, 2024, registered Sep 3, 2025 (511 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Origin Investment Advisory LLC
left Feb 12, 2009, registered Jun 2, 2022 (4858 days) · Wirehouse to independent RIA
Cuna Brokerage Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 11, 2007, registered Oct 14, 2008 (308 days) · Other
Cuso Financial Services, L.P. to Cuna Brokerage Services, Inc.
left Jan 24, 2007, registered Jan 22, 2007 (-2 days) · Other

Signals

Valencia Brown Jones left Origin Investment Advisory Llc for Ernst & Young Investment Advisers Llp (registered 2022-07-25)
Aug 18, 2025 · Advisor changed firm · fact
Valencia Brown Jones left Ernst & Young Investment Advisers Llp for Wealth Enhancement Advisory Services, Llc (registered 2025-09-03)
Apr 10, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address