Jason Nicholson
Investment adviser representative at LPL Enterprise, LLC
15 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Jason Nicholson? 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
15 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaDec 2019 to now
- Pruco Securities, LLC.Dec 2019 to Nov 2024
- W&s Brokerage ServicesJan 2014 to Oct 2019
- Western Southern LifeAug 2011 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6287417
- Firm CRD
- 8733