Brady Jarvis Mathias
Investment adviser representative at LPL Enterprise, LLC
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Pruco Securities LLCJul 2024 to Nov 2024
- Catering WorksNov 2023 to Aug 2024
- Jacked Penguins Ice CreamApr 2022 to Oct 2023
- Fidelity InvestmentsJan 2020 to Feb 2022
- Fitness ConnectionAug 2019 to Jan 2020
- Finishing My Degree/ Unemployed PeriodSep 2017 to Aug 2019
- Coastal Carolina UniversityMay 2017 to Aug 2017
- Finishing My Degree/ Unemployed PeriodJan 2017 to Apr 2017
- Under ArmourSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7975468
- Firm CRD
- 8733