UBS advisor managing $220 million switches to LPL

An advisor who oversaw $220 million in client assets at UBS is joining LPL Financial and will use its broker-dealer, RIA and custodial platforms, the firm said Wednesday.

Jonathan Kesselman is opening an independent practice, Kesselman Wealth Management, in Westlake, Ohio.

Kesselman has nine years of experience, according to his BrokerCheck report, all of it at UBS, which he joined in 2013. He started his career as an attorney, according to LPL’s announcement.

“LPL provides tools, technology, regulatory expertise, independent research and back-office support, allowing me to focus more time and resources on my clients and provide even greater personalized service,” Kesselman said in the statement. “I’m confident that this will greatly enhance the value I can provide to clients.”

Kesselman is joined in the move by his wife, Rosie Kesselman, who serves as director of business development and marketing.

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Related Topics: LPL Financial, UBS