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Andrew G

CFA®, Series 65

Little Silver, NJ

Wealth Enhancement Advisory Services, LLC

Andrew Garcia is a CFA® charterholder with nine years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Hightower Advisors, LLC and Farr Miller & Washington, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, quantitative methods, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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James D

Series 63, Series 65

Little Silver, NJ

Wealth Enhancement Advisory Services, LLC

James Dee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Capital Advisor Group, Wellesley Financial Planners, Cadaret, Grant & Co., Inc., and LPL Financial. Outside of advisory services, he is a business owner of a FedEx Ground delivery contracting company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that combines strategic asset allocation, both passive and active management, and incorporates quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jacob M

Series 65

Little Silver, NJ

Wealth Enhancement Advisory Services, LLC

Jacob Manna is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC. He has been with the firm and its affiliated entities since 2025 and has previous experience with the National Futures Association and other financial and healthcare organizations. He completed his studies at Monmouth University from 2020 to 2024. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a broad advisor network, employing a diversified investment approach that combines passive and active management supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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