Jake Powelson

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:

Current Employers

Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-09-24

NJ RA
APPROVED

Since 2025-09-24

Branch Locations

135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Enterprise Llc	Basking Ridge	NJ	03/2025	Present
Full-Time Education	State College	NJ	07/2022	03/2025
Best Cellars Wine And Spirits	Ledgewood	NJ	05/2022	07/2022
Rjw Exteriors	Lake Hopatcong	NJ	06/2021	11/2021
Full-Time Education	Randolph	NJ	09/2019	05/2022
Ymca	Randolph	NJ	09/2018	11/2018
Full-Time Education	Succasunna	NJ	09/2015	06/2019
Mens Wearhouse	Ledgewood	NJ	01/2018	05/2018
Quickcheck	Roxbury	NJ	07/2023	07/2023

03/2025 → Present

Lpl Enterprise Llc

Basking Ridge, NJ
07/2022 → 03/2025

Full-Time Education

State College, NJ
05/2022 → 07/2022

Best Cellars Wine And Spirits

Ledgewood, NJ
06/2021 → 11/2021

Rjw Exteriors

Lake Hopatcong, NJ
09/2019 → 05/2022

Full-Time Education

Randolph, NJ
09/2018 → 11/2018

Ymca

Randolph, NJ
09/2015 → 06/2019

Full-Time Education

Succasunna, NJ
01/2018 → 05/2018

Mens Wearhouse

Ledgewood, NJ
07/2023 → 07/2023

Quickcheck

Roxbury, NJ

Other Businesses

1. 03/18/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Landing, NJ - Start Date 03/19/2025 - 160 HRS/MO 2. 03/18/2025 - N/A - Non-variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Landing, NJ - Start Date 03/19/2025 - 160 HRS/MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-23

S66 Uniform Combined State Law Examination

2025-09-23

View on SEC IAPD