Jo laurie Schmeltzer
Investment adviser representative at LPL Enterprise, LLC
15 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJul 2023 to now
- St Clair LawJan 2023 to now
- Brg RealtySep 2022 to now
- Pruco Securities LLCMay 2023 to Nov 2024
- Cetera Investment Advisers LLCDec 2022 to Mar 2023
- Cetera Investment Services LLCDec 2022 to Mar 2023
- Meriwest Wealth AdvisorsDec 2022 to Mar 2023
- Malin GroupAug 2022 to Oct 2022
- Robert Half InternationalOct 2021 to May 2022
- Planmember Securities CorporationJul 2021 to Dec 2022
- Employee Benefits Services GroupJul 2021 to Sep 2022
- Na - StudentNov 2019 to Dec 2022
- E*trade Capital Management, LLCJul 2019 to Nov 2019
- E*trade Securities LLCJul 2019 to Nov 2019
- Securities America, Inc.Dec 2016 to Jul 2019
- Provident Credit UnionMay 2011 to Jul 2019
- Cue Financial Group, Inc.May 2011 to Dec 2017
- Foothill Securities, Inc.May 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2615220
- Firm CRD
- 8733