Justin Jones

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

• 10/2009 → Present
  Prudential Insurance Company Of America
  Wakefield, MA
• 10/2009 → 11/2024
  Pruco Securities, Llc.
  Wakefield, MA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Wakefield, MA

Previous Registrations

• 2021-12-23 → 2024-11-14
  Pruco Securities, Llc.
  Wakefield, MA
  Wakefield, MA

Other Businesses

1) 01/13/2025 - Gail Norris True Love Ways 66 Irrevocable Trust - Act in a Fiduciary Capacity - Not INV Related - At Malden, MA - Start Date 12/03/2024 - 1hrs/mth - 1hrs During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-14
• S63 Uniform Securities Agent State Law Examination
  2009-11-19

Designations

• Chartered Financial Consultant