Jo Laurie
Schmeltzer
Lpl Enterprise, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jo Laurie Schmeltzer is a financial advisor based in San Jose, California, working with Lpl Enterprise, LLC. Jo Laurie Schmeltzer has previously held positions at Foothill Securities, Inc, Cue Financial Group, Inc, Provident Credit Union, Securities America, Inc, E*Trade Securities LLC, E*Trade Capital Management, LLC, Planmember Securities Corporation, Employee Benefits Services Group, Na - Student, Robert Half International, Malin Group, Brg Realty, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Meriwest Wealth Advisors, Pruco Securities LLC, St Clair Law, The Prudential Insurance Company Of America, and Lpl Enterprise, LLC. Jo Laurie Schmeltzer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Jo Laurie Schmeltzer is currently part of Lpl Enterprise, LLC, which operates out of San Jose, California. The firm has 1,075 offices and 4,650 employees. Lpl Enterprise, LLC manages assets totaling $18.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Enterprise, LLC Brokerage Details
$18,862,098,900
4,650
114,002
$165,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Jo Laurie Schmeltzer Work History
Lpl Enterprise, LLC
St Clair Law
The Prudential Insurance Company Of America
Brg Realty
Pruco Securities LLC
Malin Group
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Meriwest Wealth Advisors
Planmember Securities Corporation
Employee Benefits Services Group
Robert Half International
E*Trade Securities LLC
E*Trade Capital Management, LLC
Na - Student
Securities America, Inc
Foothill Securities, Inc
Cue Financial Group, Inc
Provident Credit Union
Disclosures
Please visit the SEC profile of Jo Laurie Schmeltzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Enterprise, LLC
Madison, AL
Crofton, MD
Houston, TX
Rocky River, OH
Orange, CA
Charlotte, NC
Sherman Oaks, CA
Saint Louis, MO
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
