John Byron

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

• 09/2007 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
• 09/2009 → 04/2026
  Bank Of America, Na
  Williamsville, NY
• 06/2026 → Present
  Lpl Enterprise Llc
  Williamsville, NY

Previous Registrations

• 2008-02-05 → 2026-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY

Other Businesses

1. 6/12/2026 - JOHN BYRON N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Williamsville NY - OBA Start date: 06/10/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 6/12/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Williamsville NY - OBA Start date: 06/10/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-02-01

Other Names

• John J Byron
• Johnj Byron