LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Jason Johnson and 509 Wealth Management have joined LPL’s broker-dealer, registered investment advisor and custodial platforms.
Johnson reported having served approximately $400 million in advisory, brokerage and retirement plan assets, and joins LPL from Ameriprise.
With registered offices in Spokane and Kennewick, Washington, and Coeur d’Alene, Idaho, Johnson began his advisory career in 1998.
“At 509 Wealth Management, we provide one-on-one personalized advice and portfolio management based on each client’s goals and needs,” said Johnson, who is joined by three support staff members. “I work with each client to understand their overall situation first, then we work backwards to find out what they need to be successful.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.