Jonathan David Owens

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

• 04/2016 → 09/2019
  Pruco Securities, Llc
  Indianapolis, IN
• 04/2016 → 09/2019
  The Prudential Insurance Company Of America
  Indianapolis, IN
• 10/2019 → 07/2023
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 07/2023 → Present
  The Prudential Insurance Company Of America
  Indianapolis, IN
• 07/2023 → 11/2024
  Pruco Securities Llc
  Indianapolis, IN
• 11/2024 → Present
  Lpl Enterprise, Llc
  Indianapolis, IN

Previous Registrations

• 2023-07-19 → 2024-11-14
  Pruco Securities, Llc.
  Indianapolis, IN
  Indianapolis, IN
• 2019-11-08 → 2023-07-17
  J.P. Morgan Securities Llc
  West Lafayette, IN
  Bloomington, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Bloomington, IN
  Indianapolis, IN
  Bloomington, IN
  West Lafayette, IN
  Bloomington, IN
  Brownsburg, IN
  Lafayette, IN
  Indianapolis, IN
  Indianapolis, IN
  Lafayette, IN
  Brownsburg, IN
  Indianapolis, IN
  Lafayette, IN
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Avon, IN
  Mooresville, IN
  Avon, IN
  Bedford, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN
  Plainfield, IN
  Crawfordsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
  Franklin, IN
  Shelbyville, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
• 2016-07-29 → 2019-10-03
  Pruco Securities, Llc.
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-22
• S63 Uniform Securities Agent State Law Examination
  2010-09-02