Jonathan Loren Levatino
Investment adviser representative at LPL Enterprise, LLC
14 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
14 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaSep 2022 to now
- DoordashAug 2021 to now
- LyftMay 2018 to now
- UberMay 2018 to now
- Pruco Securities LLCFeb 2022 to Nov 2024
- Apple Inc.Nov 2021 to Feb 2022
- Regal EntertainmentSep 2017 to Feb 2018
- StudentJan 2012 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7527834
- Firm CRD
- 8733