Zhe Ding

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

• 12/2013 → 12/2017
  Metlife Securities
  Edison, NJ
• 07/2016 → 12/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 12/2017
  Mml Investors Services, Llc
  Edison, NJ
• 01/2018 → Present
  Prudential Insurance Company Of America
  Marlton, NJ
• 01/2018 → 11/2024
  Pruco Securities, Llc.
  Marlton, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  Marlton, NJ

Previous Registrations

• 2018-02-21 → 2024-11-14
  Pruco Securities, Llc.
  Marlton, NJ
  Marlton, NJ

Other Businesses

1. 11/14/2024 - Ritter Insurance Marketing - Non-Variable Insurance - Harrisburg, PA - INV REL - Start Date 01/09/2023 - 8hrs/mth 2. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-16
• S63 Uniform Securities Agent State Law Examination
  2014-10-14

Other Names

• Jordan Ding