Jonathan
Scott

Lpl Enterprise, LLC

CRD#7864562
Investment Advisor
in East Brunswick, NJ

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About this Advisor

Jonathan Scott is a financial advisor based in East Brunswick, New Jersey, working with Lpl Enterprise, LLC. Jonathan has previously held positions at The Prudential Insurance Company Of America, Pruco Securities LLC, Opulent Portfolio LLC, Humidor Collective Group LLC, Comparion Insurance Agency A Liberty Mutual Company, Liberty Mutual Insurance, Workforce Opportunity Services, Sprint Co, and Lpl Enterprise, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Jonathan is part of Lpl Enterprise, LLC, which operates out of East Brunswick, New Jersey. The firm has 1,075 offices and 4,650 employees. The firm manages assets totaling $18.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Tower Center 16Th Floor
East Brunswick, NJ 08816

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Lpl Enterprise, LLC Brokerage Details

Total Assets Under Management

$18,862,098,900

NJ Average: $646,059,043
Total Number of Employees

4,650

NJ Average: 13
Total Number of Accounts

114,002

NJ Average: 661
Average Account Size

$165,454

NJ Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Jonathan Scott Work History

2024 - Present (1 year)

The Prudential Insurance Company Of America

2024 - Present (1 year)

Opulent Portfolio LLC

2024 - Present (1 year)

Lpl Enterprise, LLC

2023 - Present (2 years)

Humidor Collective Group LLC

2024 - 2024 (< 1 year)

Pruco Securities LLC

2022 - 2023 (1 year)

Comparion Insurance Agency A Liberty Mutual Company

2016 - 2022 (6 years)

Liberty Mutual Insurance

2015 - 2015 (< 1 year)

Workforce Opportunity Services

2012 - 2016 (4 years)

Sprint Co

Disclosures

Please visit the SEC profile of Jonathan Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Enterprise, LLC

Jordan Pritchard
Madison, AL
Matthew Pepe
Crofton, MD
Liping Cytrynowicz
Houston, TX
Tiffany Hackney
Rocky River, OH
Han Kyul Kim
Orange, CA
Hunter Furrow
Charlotte, NC
Bei Wan
Sherman Oaks, CA
Bruce Clithero
Saint Louis, MO

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