Brett Jones
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCJan 2026 to now
- Wayne Township AssessorsFeb 2021 to May 2026
- Star FinancialSep 2020 to Feb 2021
- Roussel ConcreteJun 2020 to Aug 2020
- Allen County Community Development CorpOct 2017 to May 2020
- Haley Elementary SchoolAug 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 8215857
- Firm CRD
- 8733