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Dawson Michael Jones

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.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaMay 2024 to now
  3. Pruco Securities LLCJul 2023 to Nov 2024
  4. UnemployedMay 2023 to Jul 2023
  5. Liquid Art Winery and EstateAug 2022 to May 2023
  6. Ideatek TelcomMay 2022 to Dec 2022
  7. Liquid Art Winery and EstateMay 2021 to May 2022
  8. UnemployedAug 2020 to May 2021
  9. American UndergroundApr 2020 to Aug 2020
  10. UnemployedAug 2019 to Apr 2020
  11. Andale Ready MixMay 2019 to Aug 2019
  12. UnemployedAug 2018 to May 2019
  13. Exterior ConstructionMay 2018 to Aug 2018
  14. StudentAug 2012 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
7802038
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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