Jerod Ewing, financial advisor Plymouth MN

Jerod Ewing

CRD Number: 6129416
Current Firm: Wealth Enhancement Advisory Services, LLC

Jerod Ewing (CRD# 6129416) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Plymouth, MN Jan 2021 - Current 3
Wealth Enhancement Group Plymouth, MN Jan 2021 - Current 3
Wealth Enhancement Brokerage Services Plymouth, MN Jan 2021 - Current 3
Wealth Enhancement Advisory Services Plymouth, MN Jan 2021 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Sep 2019 - Nov 2020 1
Tiaa Denver, CO Jan 2017 - Nov 2020 3
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Jan 2017 - Jul 2018 1
Scottrade, Inc. Westminster, CO Jun 2015 - Jan 2017 1
Scottrade Investment Management Westminster, CO Feb 2014 - Jan 2017 2
Stifel, Nicolaus & Company, Incorporated St. Louis, MO Jul 2013 - Jun 2015 1
Stifel, Nicolaus & Company, Incorporated St. Louis, MO Jul 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
S63 Uniform Securities State Law Examination Jun 2015
Contact Info for Jerod J. Ewing
Phone Number: 763-417-1700
Registered State(s):
  • CO
  • MN
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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