Jared P Troutman
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaNov 2020 to now
- Pruco Securities, LLC.Nov 2020 to Nov 2024
- Old Dominion Capital ManagementNov 2018 to Nov 2020
- Commonwealth Financial NetworkOct 2017 to Aug 2018
- L.M. Kohn & CompanyJun 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6680916
- Firm CRD
- 8733