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

Jason Lawrence

Wealth Enhancement Advisory Services, LLCBD affiliatedPlymouth, Mn dual registrantIAPD 5097778

Feed of 09/15/2026

Also filed as Jason Lawrence

At current firm

2 y

since Sep 4, 2024

In the industry

20 y

since May 11, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 4, 2024 · Lafayette Hill, Pa
Levy Wealth Management Group former
Jan 3, 2020 to Dec 6, 2024 · Philadelphia, Pa
LPL Financial LLC BD affiliated
Sep 19, 2018 to Mar 12, 2025 · Philadelphia, Pa
Pst Advisors, LLC state registered
Jul 17, 2014 to Dec 21, 2018 · Bala Cynwyd, Pa
Equitable Advisors, LLC national BD
Jun 19, 2009 to Sep 14, 2018 · Bala Cynwyd, Pa
Bny Mellon Advisors, Inc. bank affiliated
Jul 19, 2007 to Jun 2, 2009 · New York, Ny
Rittenhouse Asset Management, Inc. unclassified
May 12, 2006 to Jul 5, 2007 · Radnor, Pa

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Levy Wealth Management Group
left Mar 12, 2025, registered Jan 3, 2020 (-1895 days) · Other · moved with a team
Levy Wealth Management Group to Wealth Enhancement Advisory Services, LLC
left Dec 6, 2024, registered Sep 4, 2024 (-93 days) · RIA to affiliated broker-dealer or bank · moved with a team
Pst Advisors, LLC to LPL Financial LLC
left Dec 21, 2018, registered Sep 19, 2018 (-93 days) · Other
Equitable Advisors, LLC to Pst Advisors, LLC
left Sep 14, 2018, registered Jul 17, 2014 (-1520 days) · Affiliated broker-dealer or bank to a state-registered adviser
Bny Mellon Advisors, Inc. to Equitable Advisors, LLC
left Jun 2, 2009, registered Jun 19, 2009 (17 days) · Other
Rittenhouse Asset Management, Inc. to Bny Mellon Advisors, Inc.
left Jul 5, 2007, registered Jul 19, 2007 (14 days) · Other

Signals

Jason Lawrence left Lpl Financial Llc for Levy Wealth Management Group (registered 2020-01-03)
Mar 12, 2025 · Advisor changed firm · fact
Jason Lawrence left Levy Wealth Management Group for Wealth Enhancement Advisory Services, Llc (registered 2024-09-04)
Dec 6, 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address