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
Jean Elzayek
Feed of 09/14/2026
Also filed as John Elzayek
At current firm
1 y
since Jan 21, 2025
In the industry
23 y
since Nov 5, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Jan 21, 2025 · Plymouth, Mn
- Householder Group Estate & Retirement Specialists formerFeb 17, 2022 to Feb 5, 2025 · Scottsdale, Az
- Gladstone Wealth Partners BD affiliatedSep 23, 2020 to Jan 28, 2022 · Palm Beach Gardens, Fl
- Waddell & Reed formerNov 5, 2002 to Nov 27, 2002 · Sacramento, Ca
Moves
a registration end followed by a registration begin elsewhere
- Householder Group Estate & Retirement Specialists to Wealth Enhancement Advisory Services, LLCleft Feb 5, 2025, registered Jan 21, 2025 (-15 days) · RIA to affiliated broker-dealer or bank
- Gladstone Wealth Partners to Householder Group Estate & Retirement Specialistsleft Jan 28, 2022, registered Feb 17, 2022 (20 days) · RIA to RIA
- Waddell & Reed to Gladstone Wealth Partnersleft Nov 27, 2002, registered Sep 23, 2020 (6510 days) · Other
Signals
- Jean Elzayek left Householder Group Estate & Retirement Specialists for Wealth Enhancement Advisory Services, Llc (registered 2025-01-21)Feb 5, 2025 · Advisor changed firm · fact
- Jean Elzayek left Gladstone Wealth Partners for Householder Group Estate & Retirement Specialists (registered 2022-02-17)Jan 28, 2022 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address