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Jonathan Jed Meyers

LPL Enterprise, LLC

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About Jonathan Jed Meyers

Jonathan Jed Meyers is a financial advisor with over 17 years of experience in the financial services industry. Jonathan has a Series 7, Series 66 and SIE licenses. Jonathan currently works with LPL Enterprise, LLC and is registered in Connecticut, Florida, Massachusetts, New York and Texas. Previously, Jonathan worked with ALLSTATE FINANCIAL SERVICES, LLC, LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, WESTMINSTER FINANCIAL SECURITIES, INC. and UBS FINANCIAL SERVICES INC.. Jonathan has a broad range of experience in providing financial planning, investment management, and consulting services to individuals and businesses.

Firm Information

Jonathan Meyers 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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Jonathan Meyers’s Registration & Firm History

MA

02/06/2025 - Present

LPL Enterprise, LLC (WAKEFIELD MA)

MA

05/30/2019 - 09/08/2021

ALLSTATE FINANCIAL SERVICES, LLC (Danvers MA)

MA

01/27/2017 - 06/06/2019

LPL FINANCIAL LLC (WALTHAM MA)

MA

10/26/2010 - 01/03/2017

NATIONAL PLANNING CORPORATION (WOBURN MA)

FL

04/29/2009 - 10/19/2010

WESTMINSTER FINANCIAL SECURITIES, INC. (WEST PALM BEACH FL)

FL

01/13/2006 - 05/13/2009

UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 03/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Jed Meyers.
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