San Diego, CA (PRWEB) December 30, 2013
LPL Financial LLC, the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that Owenby Jones Wealth Management, LLC, has joined the LPL Financial broker-dealer and corporate RIA custodial platforms. Owenby Jones, comprised of a team of former bank-based professionals, is led by seasoned financial advisors Jonathan Owenby and Jeff Jones. As of December 1, 2013 the firm supports client assets approaching $150 million.
Based in Alpharetta, GA, Owenby Jones provides comprehensive wealth planning services to individuals and their families across the wealth spectrum, primarily on a fee basis. It serves a national clientele, with the majority of its clients located in the greater Atlanta area and throughout the state of Georgia. The firm focuses on the core areas of investment planning, financial planning and legacy planning, with a holistic view to helping its clients achieve their life goals and aspirations. The team was formed in 2005 and today includes a total of six professionals. Mr. Owenby has 15 years of financial services industry experience and Mr. Jones has 16 years of industry experience.
Bill Morrissey, Executive Vice President of Business Development at LPL Financial, said, “We are thrilled that Owenby Jones has decided to affiliate with LPL Financial. We are pleased to offer financial advisory resources and tools that will enable them to service their clients’ wealth management needs in as comprehensive, exceptional and fully customized a manner as they envision.”
“We are very pleased to become an independent firm and join LPL’s broker-dealer and corporate RIA platforms,” said Mr. Owenby and Mr. Jones. “Our paramount concern is to do what is best for our clients, to help them pursue their financial goals with the least amount of risk and provide them with the optimal client experience.
“Throughout our industry research, we continually found that LPL provided the best overall client experience in terms of a large number of critical factors, including technology, communications, investment offerings, open architecture, fee transparency, goals tracking and retirement planning. Joining with LPL as an independent firm will enable us to work much more closely with our clients, and to communicate with our clients as often and as fully as necessary. We are happy to have arrived at LPL and look forward to a long and satisfying relationship.”
About Owenby Jones Wealth Management
Owenby Jones Wealth Management, LLC, is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. Based in Alpharetta, GA, the firm serves a national clientele, with a majority of its clients located in the greater Atlanta area and in the state of Georgia. With a combined total of over 50 years of industry experience, the professionals at Owenby Jones focus on developing customized financial plans specific to each client’s individual needs. The firm specializes in the areas of financial planning, investment planning and legacy planning. In total, the firm supports client assets approaching $150 million as of December 1, 2013. Owenby Jones was founded by Jonathan Owenby, CRPC® and Jeff Jones, CFP®. For more information, visit http://www.owenbyjones.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC
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