Jonathan David Owens
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
7 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Jonathan David Owens? Claim your profile
Contact this firm
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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJul 2023 to now
- Pruco Securities LLCJul 2023 to Nov 2024
- J.P. Morgan Securities LLCOct 2019 to Jul 2023
- Pruco Securities, LLCApr 2016 to Sep 2019
- The Prudential Insurance Company of AmericaApr 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 7 states (FL, IL, IN, KY, MI, OH, 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
- 5700109
- Firm CRD
- 8733