Agam Jayantara
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, LLCApr 2025 to now
- Eternal Buzz CommunityJul 2024 to now
- Dillon Caplinger Shelter Insurance AgencyOct 2024 to Feb 2025
- Northern Illinois UniversityMay 2024 to Jun 2024
- UnemployedJun 2023 to Apr 2024
- Northern Illinois UniversityJun 2022 to May 2023
- Reyes HoldingsJul 2021 to Jun 2022
- UnemployedJun 2021 to Jun 2021
- Liberty Tax ServicesJan 2021 to May 2021
- UnemployedNov 2020 to Dec 2020
- Northern Illinois University Human Science Survey Research LabJul 2020 to Oct 2020
- UnemployedJul 2019 to Jun 2020
- UnemployedApr 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8065084
- Firm CRD
- 8733