Jonathan Ferrufino
Investment adviser representative at LPL Enterprise, LLC
15 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
15 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- Citizens Securities, Inc.Jul 2024 to Apr 2026
- Citizens BankMar 2022 to Jan 2025
- Wilson-bennett TechnologiesMar 2021 to Dec 2021
- Stony Brook UniversityAug 2017 to Dec 2021
- Sewanhaka High SchoolJun 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7946900
- Firm CRD
- 8733