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LPL Adds Father/Son Advisor Duo with $210 Million in Assets from Wells Fargo

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that a father/son duo of financial advisors, Jeffrey and Justin Katz, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch their practice, Katz Wealth Advisors of LPL Financial.

They reported having served approximately $210 million in advisory, brokerage and retirement plan assets, and join LPL from Wells Fargo Advisors.

“I’ve always been attracted to the idea that we can help people navigate the complexities as they work toward their financial goals,” Justin said. “It’s not just charts and numbers, but I really love having the ability to help people in a meaningful way with some of the most important decisions of their lives.”

LPL says they take a comprehensive approach to wealth management, first understanding each client’s unique story, priorities, beliefs and long-term goals before they create investment strategies and plans.

“We communicate very well and have a really good time rolling up our sleeves to help other families solve their problems,” Jeffrey said. “We think of it as a family helping other families.”

The Katz team also includes registered client service associate Heather Cheney. They work remotely from Napa, California, Incline Village, Nevada, and Portland, Oregon.

“We welcome Jeffrey and Justin to the Linsco community and are here to support them each step of the way as they evolve their practice on their own terms,” Scott Posner, LPL executive vice president, business development, stated. “At LPL, we understand that advisors want the freedom and flexibility to provide personalized financial guidance as they see fit. We are committed to creating differentiated experiences, both advisors and their clients, and delivering innovative resources designed to help their businesses thrive. We look forward supporting Katz Wealth Advisors 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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