Jonathan Mays
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMay 2022 to now
- Pruco Securities LLCMay 2022 to Nov 2024
- UnemployedJun 2020 to May 2022
- Principal Life Insurance CompanyAug 2019 to Jun 2020
- Principal Securities IncorporatedAug 2019 to Jun 2020
- UnemployedApr 2019 to Aug 2019
- AXA Advisors, LLCFeb 2018 to Apr 2019
- UnemploymentJan 2018 to Jan 2018
- Pruco Securities, LLCJun 2017 to Jan 2018
- Farmer's InsuranceSep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6325943
- Firm CRD
- 8733