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Cheng Ji

LPl Enterprise, LLC

Bedminster, NJ

CRD 7651952

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-11-14
  • NJ RA
    APPROVED
    Since 2024-11-14

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
OrganizationCityStateFromTo
Pruco Securities Llc Basking Ridge NJ 10/2023 11/2024
Jnz Capital Mountain Lakes NJ 07/2016 10/2023
The Prudential Insurance Company Of America Basking Ridge NJ 01/2024 Present
Lpl Enterprise, Llc Basking Ridge NJ 11/2024 Present
  • 10/2023 → 11/2024
    Pruco Securities Llc
    Basking Ridge, NJ
  • 07/2016 → 10/2023
    Jnz Capital
    Mountain Lakes, NJ
  • 01/2024 → Present
    The Prudential Insurance Company Of America
    Basking Ridge, NJ
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Basking Ridge, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-29
  • S66 Uniform Combined State Law Examination
    2023-12-29
Other Names
  • Jeff Ji

View on SEC IAPD

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