John
Kaiser

Wealth Enhancement Advisory Services, LLC

CRD#3268698
Investment Advisor
in Iselin, NJ

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About this Advisor

John Kaiser is a financial advisor based in Iselin, New Jersey, working with Wealth Enhancement Advisory Services, LLC. John has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, and Wealth Enhancement Brokerage Services. John has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, John is part of Wealth Enhancement Advisory Services, LLC, which operates out of Iselin, New Jersey. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Wood Ave S 6Th Floor
Iselin, NJ 08830

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

NJ Average: $5,289,111,388
Total Number of Accounts

154,394

NJ Average: 8,262
Average Account Size

$466,499

NJ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Kaiser Work History

2023 - Present (1 year)

Wealth Enhancement Group

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2023 - Present (1 year)

Wealth Enhancement Brokerage Services

2022 - Present (2 years)

Lpl Financial LLC

2014 - 2022 (8 years)

Raymond James Financial Services

2014 - 2022 (8 years)

Raymond James Financial Services Advisors Inc

Disclosures

Please visit the SEC profile of John Kaiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Kendra Baranko
Minneapolis, MN
Peter Demartino
Los Angeles, CA
Eric Grafnitz
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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