Jan Viljoen Pretorius

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Prudential Insurance Company Of America
  Parkton, MD
• 01/2007 → 11/2024
  Pruco Securities, Llc.
  Parkton, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  Parkton, MD

Previous Registrations

• 2010-04-01 → 2024-11-14
  Pruco Securities, Llc.
  Downers Grove, IL
  North Bethesda, MD
  Hunt Valley, MD
  North Bethesda, MD
  Hunt Valley, MD
  Parkton, MD
  Parkton, MD
  Parkton, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-12
• S63 Uniform Securities Agent State Law Examination
  2007-04-06