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Owen James Stauffer

Investment adviser representative at LPL Enterprise, LLC
12 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

12 years in the industry.

  1. LPL Enterprise, LLCJan 2026 to now
  2. Kay JewelersOct 2025 to now
  3. UnemployedMay 2025 to Oct 2025
  4. Provident BankMar 2023 to Apr 2025
  5. Blue Arrow MarketingDec 2022 to Mar 2023
  6. Brooks BrothersOct 2022 to Nov 2022
  7. UnemployedJun 2022 to Oct 2022
  8. GarmanyJun 2021 to Apr 2022
  9. UnemployedAug 2020 to Feb 2021
  10. Kay JewelersMar 2019 to Jul 2020
  11. Monmouth UniversitySep 2018 to May 2022
  12. StaplesSep 2016 to Jun 2018
  13. Holmdel High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8195000
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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