Auburn, ME Office

Bjorn Hjelmeland is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bankers Life & Casualty and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting services, and access to various investment programs through an integrated platform combining advisory and brokerage channels.

Connor Jackson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at Northwoods Stainless, Circle K, Walmart, and within educational institutions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Charlotte Kelly is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at KeyBank and Key Investment Services LLC for 13 years before joining Crescent Industries Inc. and LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

James Jackson IV is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.