Bradley Edward Jones
Investment adviser representative at LPL Enterprise, LLC
23 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
23 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaFeb 2019 to now
- Condor Real EstateSep 2003 to now
- Pruco Securities, LLC.Feb 2019 to Nov 2024
- MML Investors Services, LLCMar 2017 to Feb 2019
- Massachusetts Mutual Life Insurance CompanyFeb 2017 to Feb 2019
- Msi Financial Services IncFeb 2017 to Feb 2019
- Metlife SecuritiesJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
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
- 4201086
- Firm CRD
- 8733