Jared P Roaten
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCMay 2025 to now
- UnemployedFeb 2025 to Apr 2025
- First South Financial CuMar 2023 to Jan 2025
- LPL Financial LLCMar 2023 to Jan 2025
- Principal Life Insurance CompanyFeb 2018 to Mar 2023
- Principal Securities IncFeb 2018 to Mar 2023
- Suntrust Advisory ServicesAug 2016 to Feb 2018
- Suntrust Investment Services, IncJan 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4151120
- Firm CRD
- 8733