Jon Tylor Helms
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, LLCMay 2026 to now
- Auburn UniversityJan 2022 to Dec 2024
- Mellow MushroomMay 2020 to Jul 2020
- Southern Union Community CollegeAug 2019 to Dec 2021
- Vulcan EquipmentMay 2019 to Apr 2026
- Your PieJun 2017 to Aug 2019
- Vestavia Hills High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
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
- 8270871
- Firm CRD
- 8733