Ivan Jevon Jones
Investment Adviser Representative at LPL Enterprise, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ivan Jevon Jones is an investment adviser representative with LPL Enterprise, LLC in San Diego, CA, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Prudential Financial Planning Services and PARK Avenue Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
6 states and territories
Arizona, California, Colorado, Florida, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MASS Mutual LIFE Insurance CompanyMar 2017 – Jun 2019Denver, CO
- MML Investors Services, LLCApr 2017 – Jun 2019Denver, CO
- Guardian LIFE Insurance CoJul 2013 – Mar 2017Greenwood Village, CO
- PARK Avenue Securities LLCJun 2014 – Mar 2017Greenwood Village, CO
- OneAmerica SecuritiesJul 2019 – Nov 2022Greenwood Village, CO
- American United LifeMay 2019 – Nov 2022Greenwood Village, CO
- Guardian LIFE Insurance CompanyNov 2022 – Jan 2023San Marcos, CA
- PARK Avenue SecuritiesNov 2022 – Jan 2023San Marcos, CA
- Pruco Securities, LLCJan 2023 – Nov 2024Irvine, CA
- The Prudential Insurance Company of AmericaJan 2023 – no end date reportedIrvine, CA
- LPL Enterprise, LLCNov 2024 – no end date reportedIrvine, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Enterprise, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,088
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-130883
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at LPL Enterprise, LLC
Showing 12 of 3,088 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ivan Jevon Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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