Jonathan Calvin Davidson
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 Co. of AmericaJun 2023 to now
- Pruco Securities, LLCJun 2023 to Nov 2024
- Northwestern Mutual Wealth Management CompanyAug 2022 to May 2023
- Lucas BrunsJun 2022 to May 2023
- Northwestern Mutual Insurance Services LLCJun 2022 to May 2023
- Baseball Umpire for Local TournamentsJun 2021 to Jul 2021
- Cortrust Wealth-managementNov 2020 to May 2022
- Cortrust BankOct 2019 to May 2022
- Raymond James Financial Services Advisors, Inc.Oct 2019 to May 2022
- Raymond James Financial Services, Inc.Oct 2018 to May 2022
- Kovack Securities, Inc.Oct 2011 to Sep 2019
- Schwan Financial Group/ Kovack AdvisorsJun 2011 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 5610893
- Firm CRD
- 8733