Andrew Benjamin Jones
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- LPL Enterprise, LLCDec 2024 to now
- UnemployedJul 2024 to Dec 2024
- Idaho Department of InsuranceOct 2023 to Jul 2024
- United Site ServicesMay 2023 to May 2023
- UnemployedNov 2022 to Oct 2023
- Robert HalfSep 2022 to Nov 2022
- UnemployedNov 2021 to Sep 2022
- Desert Rose Capital Management, Inc.May 2021 to Nov 2021
- Thrivent FinancialDec 2020 to Mar 2021
- Thrivent Investment Management IncNov 2020 to Mar 2021
- N/aApr 2020 to Dec 2020
- N/aDec 2019 to Mar 2020
- Higher Consulting LLCAug 2019 to Dec 2019
- N/aMay 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 7179350
- Firm CRD
- 8733