Jon Tylor Helms

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

• 05/2026 → Present
  Lpl Enterprise Llc
  Wilsonville, AL
• 05/2019 → 04/2026
  Vulcan Equipment
  Bessemer, AL
• 01/2022 → 12/2024
  Auburn University
  Aubrun, AL
• 08/2019 → 12/2021
  Southern Union Community College
  Opelika, AL
• 05/2020 → 07/2020
  Mellow Mushroom
  Auburn, AL
• 08/2015 → 05/2019
  Vestavia Hills High School
  Vestavia Hills, AL
• 06/2017 → 08/2019
  Your Pie
  Vestavia Hills, AL

Other Businesses

1. 05/12/2026 - JON HELMS N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - wilsonville, AL - Inv Related - OBA Start Date: 05/12/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading"  2. 05/12/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - wilsonville, AL - Inv Related - OBA Start Date: 05/12/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading"

Exams

• S66 Uniform Combined State Law Examination
  2026-08-07