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Jefferson Craft

LPL Enterprise, LLC

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About Jefferson Craft

Jefferson Craft is a financial advisor in Tampa, Florida. Jefferson has been in the financial industry since 1997. Jefferson currently works at LPL Enterprise, LLC. In the past, Jefferson has worked for CETERA FINANCIAL SPECIALISTS LLC, HOCHMAN & BAKER SECURITIES, INC. and C. J. M. PLANNING CORP.. Jefferson holds a Series 6, Series 65 and SIE licenses. Jefferson's specializations include portfolio management for businesses and individuals, financial planning, educational seminars, and consulting and other non-discretionary advisory services.

Firm Information

Jefferson Craft is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jefferson Craft’s Registration & Firm History

FL

01/22/2025 - Present

LPL Enterprise, LLC (TAMPA FL)

FL

06/30/2004 - 02/26/2019

CETERA FINANCIAL SPECIALISTS LLC (TAMPA FL)

CT

12/10/1997 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

NJ

11/12/1997 - 12/10/1997

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

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Licenses & Designations

IA

Issued 09/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jefferson Craft.
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