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Jonathon S

Series 63, Series 65

Fairfield, MT

LPL Enterprise

Jonathon Schenk is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns a truck sales business in Fairfield, MT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and an integrated platform that includes insurance products and collateralized lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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