San Antonio, TX Office

Jaime Chavez Llerenas is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise, Pruco Securities, Prudential Insurance Company of America, Mass Mutual Life Insurance Company, and Intercontinental Wealth. He is also involved in a non-variable insurance agency based in San Antonio, TX. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with financial product sales and access to third-party asset managers and model portfolios.

Kristine Beaver is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and two years of industry experience. Her background includes positions at Global View Capital Advisors, LLC and Northwestern Mutual Investment Services LLC. She serves as an intelligence and targeting officer in the United States Navy Reserve. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Karesse Bradley is a financial advisor at LPL Enterprise with a ChFC® designation and Series 63 and Series 66 licenses. She has four years of industry experience, including prior roles at Capital Group, BOK Financial, and The Vanguard Group. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Robert Shefelton is a financial advisor with LPL Enterprise in San Antonio, TX. He holds Series 63 and Series 65 credentials and has held positions at Northwestern Mutual and Keller Williams. Prior to entering the financial services industry, he worked for eight years at SmartWay Transportation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and a platform that integrates financial products such as insurance through affiliated entities.