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John M

ChFC®, Series 63

Logan, UT

Wealth Enhancement Advisory Services, LLC

John Mickelson is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Cambridge Investment Research and Strategic Advocates, among others. Outside of his advisory role, Mickelson volunteers as a tennis coach at Green Canyon High School and serves on the board of Cache Valley Water Polo. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with 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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Ryan J

Series 65, Series 63

Logan, UT

Wealth Enhancement Advisory Services, LLC

Ryan Jeppson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience, previously working at Ace Cooperatives, Fox Pest Control, and a sports academy and racquet club. Wealth Enhancement Advisory Services manages over $122 billion in assets, providing financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active management and is 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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James J

Series 66

Logan, UT

Wealth Enhancement Advisory Services, LLC

James Jenkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cambridge Investment Research, Crown Capital Securities, and Yellowstone Partners. He is also president of Partick Jenkins, Inc., a business entity used for tax purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic allocation approach that combines passive and active managers supported by 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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