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Jacob Lee Layton

Investment adviser representative at LPL Enterprise, LLC
10 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

10 years in the industry.

  1. LPL Enterprise, LLCMar 2026 to now
  2. Perry Ellis InternationalAug 2024 to now
  3. University of South FloridaMay 2023 to now
  4. Super Star CarwashMay 2024 to Aug 2024
  5. Discount Tire CoFeb 2022 to Aug 2023
  6. Legend High SchoolJul 2019 to May 2023
  7. Cimarron Middle SchoolJul 2016 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
8241403
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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