Jacqueline Smith
Financial advisor at Wealth Enhancement Advisory Services, LLC · Plymouth, MN
Last updated 2026-10-10
Claim your profileJacqueline Smith is a financial advisor at Wealth Enhancement Advisory Services, LLC in Plymouth, MN, CRD 7990451. Licenses and exams on the registration: Series 66. First registered 2025-07-07.
Registration
- CRD number
- 7990451
- Registration status
- Active
- First registered
- 2025-07-07
- Years of experience
- 10
- States registered
- NY
Licenses and exams
- Series 66
Work history
- 2024-10 to 2026-05 · Morgan Stanley · Rochester, NY
- 2016-09 to 2018-05 · St. John Fisher College · Fairport, NY
- 2016-09 to 2016-11 · Rush Henrietta School District · Rush, NY
- 2016-11 to 2018-01 · Fairport Central School District · Fairport, NY
- 2016-09 to 2016-12 · Limited Brands · Victor, NY
- 2018-09 to 2022-11 · Churchville-Chili Central School District · Churchville, NY
- 2022-11 to 2023-10 · Unemployed · Rochester, NY
- 2023-10 to 2024-01 · East Irondequoit Central School District · Irondequoit, NY
- 2024-01 to 2024-10 · Unemployed · Rochester, NY
- 2018-06 to 2018-08 · Unemployed · Rochester, NY
- 2026-05 to Present · Wealth Enhancement Group · Pittsford, NY
- 2026-05 to Present · Wealth Enhancement Brokerage Services · Pittsford, NY
- 2026-05 to Present · Wealth Enhancement Advisory Services · Pittsford, NY
Current employment
- Wealth Enhancement Advisory Services, LLC · Plymouth, MN
Wealth Enhancement Advisory Services, LLC
- Regulatory AUM
- $122,186,725,110
- Registered advisors
- 1,026
- Offices
- 409
- Clients per advisor
- 82.8 (Moderate)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 32.3% (Moderate)
Wealth Enhancement Advisory Services, LLC: advisors, services and reported ETF investments
Reported ETF positions
Wealth Enhancement Advisory reports 1,137 ETF positions worth $31.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.6B |
| AGG — iShares Core U.S. Aggregate Bond ETF | $1.6B |
| SMTH — ALPS Smith Core Plus Bond ETF | $1.3B |
| VWO — Vanguard FTSE Emerging Markets ETF | $868.1M |
| FNDF — Schwab Fundamental International Equity ETF | $858.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Wealth Enhancement Advisory's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $68.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $23.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $48.1M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $41.6M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Wealth Enhancement Advisory Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
Location
505 N Highway 169, Plymouth, MN 55441
1,025 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 763-417-1700
- Website: wealthenhancement.com
Official record
Are you Jacqueline Smith?
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