Jason Westbrook Kyle
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
- Prudential Insurance Company of AmericaAug 2024 to now
- Pruco Securities LLCAug 2024 to Nov 2024
- Mutual of Omaha Investor ServicesMay 2019 to Dec 2023
- Mutual of Omaha Insurance CompanyMay 2019 to Aug 2023
- Forethought LLCMay 2014 to Aug 2024
- Haberstroh Insurance AgencyFeb 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7122483
- Firm CRD
- 8733