James David Montijo
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
9 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
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaDec 2023 to now
- Pruco Securities, LLCDec 2023 to Nov 2024
- Cetera Advisor Networks LLCAug 2023 to Dec 2023
- Cetera Investment Advisers LLCAug 2023 to Dec 2023
- Allied Wealth PartnersSep 2021 to Dec 2023
- Minnesota Life Insurance CoSep 2021 to Aug 2023
- Securian Financial Services IncSep 2021 to Aug 2023
- MML Investors Services, LLCFeb 2021 to Sep 2021
- Massmutual Life Insurance CoJan 2020 to Sep 2021
- Autopart InternationalJan 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 9 states (CA, CT, FL, GA, KY, MD, NJ, NY, 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
- 7331980
- Firm CRD
- 8733