A Texas-based advisor who oversaw $180 million in assets at Ameriprise Financial has affiliated with LPL Financial, the firm announced Monday.
Jonathan Blakelock of Kingwood, Texas, will operate as Blakelock Financial Group. The firm has more than 400 clients in 17 states.
“This move will give me more tools and flexibility, while still providing oversight that my clients want,” Blakelock said in a statement. “It also allows me to brand my business and have more control in the way we operate.”
Six staffers will make the move to LPL with him.
According to his BrokerCheck profile, Blakelock had been affiliated with Ameriprise since 2013. He joined Ameriprise from Edward Jones, where he started in 2007.
A substantial number of people in a new 2,200-person survey believe their wealth, their "wallet power" and their retirement timelines are at stake.
The S&P 500 headed toward its 45th record in the year helped in part by a surprise interest income gain at the Wall Street giant.
Meanwhile, Wells Fargo’s WIM group reported close to $2.3 trillion at the end of last month.
The Securities and Exchange Commission has focused on "black-and-white" allegations of AI washing, but that could broaden out to a gray area that may loop in more financial services companies, a lawyer says.
More than nine in 10 HNWIs prioritize charitable giving, but demographics help shape the whys and the hows.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success