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Former UBS Advisor Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Jonathan Kesselman has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

LPL says he reported having served approximately $220 million in advisory, brokerage and retirement plan assets, and joins LPL from UBS.

Based in Westlake, Ohio, Kesselman expects to launch his new independent practice, Kesselman Wealth Management. He is joined by his wife, Rosie, who is the firm’s director of business development and marketing.

Kesselman has more than 10 years’ experience as a financial advisor, having started his career as an attorney in a private practice. He specializes in helping clients with their transition to retirement.

“I take a very proactive approach to financial planning and make it a priority to truly get to know each client’s financial goals and concerns,” he said. “I go really deep into the planning process, focusing extensively on the transition to retirement, which includes financial planning, cash flow planning, liquidity and the mitigation of risks.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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