Jake Powelson
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCMar 2025 to now
- QuickcheckJul 2023 to Jul 2023
- Full-time EducationJul 2022 to Mar 2025
- Best Cellars Wine and SpiritsMay 2022 to Jul 2022
- Rjw ExteriorsJun 2021 to Nov 2021
- Full-time EducationSep 2019 to May 2022
- YmcaSep 2018 to Nov 2018
- Mens WearhouseJan 2018 to May 2018
- Full-time EducationSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 8065065
- Firm CRD
- 8733