Jason Lavoi
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCDec 2025 to now
- Thrivent FinancialSep 2023 to Dec 2025
- Thrivent Investment Management IncJul 2023 to Dec 2025
- City of Saint PaulMar 2020 to Sep 2023
- UnemployedNov 2019 to Mar 2020
- Helm Electric, IncNov 2019 to Nov 2019
- Total Construction & Equip, IncSep 2019 to Oct 2019
- Michels Power, IncJul 2019 to Sep 2019
- Egan CompanyMay 2019 to Jul 2019
- Phasor Electric CoSep 2017 to Feb 2019
- Muska Electric CoMar 2017 to Aug 2017
- Amp Electric, Inc.Oct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7758358
- Firm CRD
- 8733