LPL Financial Recruits Financial Advisor from J.P. Morgan Securities
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Bryan Schneider to its broker-dealer and corporate RIA platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Bryan Schneider to its broker-dealer and corporate RIA platforms, leveraging LPL as custodian. Schneider serves approximately $425 million in advisory, brokerage and retirement plan assets, and joins from J.P. Morgan Securities.
Schneider joins the group of existing advisors at Professional Wealth Advisors, an LPL wealth management team based in Downers Grove, Illinois near Chicago. He has decades of experience honed during his time at JPMorgan Chase as a private client advisor.
Schneider said that he chose to partner with LPL Financial and Professional Wealth Advisors as a way to elevate his practice and provide more comprehensive wealth management. “I wanted to go somewhere where I had more freedom and autonomy,” he said.
“At LPL, I’m able to provide estate and financial planning, as well as asset management, and I have access to a wide range of products and services that can be customized for my clients’ needs,” Schneider said.
LPL Financial provides service to approximately $810 billion in brokerage and advisory assets as of September 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,168 financial advisors.
