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Jill Marie Minette

Investment adviser representative at LPL Enterprise, LLC
17 yearsExperience
2 statesRegistered 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

17 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. Prudential Insurance Company of AmericaJul 2019 to now
  3. Bni-med City MarketersOct 2017 to now
  4. Sensible Divorce Solution IncJan 2015 to now
  5. Rochester Area Chamber of CommerceMar 2012 to now
  6. Pruco Securities, LLC.Jul 2019 to Nov 2024
  7. Exercisabilities IncMay 2016 to Jul 2018
  8. Various Insurance Carriers for W & R Insurance AgenciesJun 2009 to Jul 2019
  9. Waddell and Reed, Inc.Jun 2009 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

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
4875407
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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