Jordan Laws
Investment adviser representative at LPL Financial LLC
9 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
9 years in the industry.
- LPL Financial LLCDec 2025 to now
- Bank of America, N.A.Mar 2025 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to Dec 2025
- AldiNov 2024 to Jan 2025
- UpsOct 2024 to Nov 2024
- Jj's FurnitureOct 2023 to Oct 2024
- Dash Home LoansJun 2023 to Oct 2023
- DoordashJul 2022 to Jun 2023
- Robert HalfAug 2020 to Mar 2021
- UnemployedApr 2020 to Aug 2020
- AflacJan 2020 to Apr 2020
- Bonney StaffingOct 2019 to Dec 2019
- Panera BreadJul 2017 to Oct 2019
- University of North Carolina At CharlotteAug 2016 to Dec 2019
- Da Vinci's PizzaAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8036255
- Firm CRD
- 6413