Jacob Ernest Carlisle
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCNov 2025 to now
- DoordashMar 2025 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to Sep 2025
- Northwestern Mutual Life Insurance CompanyMar 2023 to Sep 2025
- Northwestern Mutual Investment Services, LLCFeb 2023 to Sep 2025
- Newport HospitalFeb 2021 to Apr 2023
- Eastons Beach Snack BarMay 2018 to Oct 2022
- Tiverton SchoolsFeb 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7702191
- Firm CRD
- 8733