Jefferson Craft
Investment adviser representative at LPL Enterprise, LLC
44 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
44 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Pruco Securities, LLC.Feb 2019 to Nov 2024
- Home Refresh LLCJun 2018 to Nov 2024
- Wavespin Reels, IncJan 2006 to Nov 2017
- Craft & Company Cpa'sNov 1982 to Nov 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2928940
- Firm CRD
- 8733