LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Jonathan Blakelock, has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
He reported having served approximately $180 million in advisory and brokerage assets and joins LPL from Ameriprise.
Based in Kingwood, Texas, a suburb of Houston, Blakelock is an Army veteran with an analytical background stemming from graduate schoolwork at the University of Houston’s Cougar Investment Fund. Blakelock began his career as a financial advisor in 2007 and has grown his business over the years, now serving more than 400 clients in 17 states. He is joined at Blakelock Financial Group by a six-member support staff.
“What motivates me is helping people and knowing that I can make a difference in the lives of my clients through financial planning,” said Blakelock. “We take a very hands-on, analytical approach to helping clients find a way to solve problems and work toward a more secure financial future.”
Seeking more “flexibility and choice, especially in the area of financial planning,” Blakelock decided to move his business to LPL.
“We extend a warm welcome to Jonathan and are honored that he recognized LPL’s ability to provide robust planning tools and differentiated experiences that can’t be found anywhere else in the wealth management industry,” said Scott Posner, LPL executive vice president, business development. “We will continue to invest in capabilities and solutions designed to help advisors bring added value to their clients, and we look forward to supporting Blakelock Financial Group for years to come.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
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