Subscribe

Edward Jones advisors with $185 million in assets join LPL

Edward Jones advisors Lucas Mijares and Jesse Ettlin

Lucas Mijares and Jesse Ettlin are launching Zion Capital Wealth Management in Grass Valley, California, and aligning with Mariner Advisor Network.

A pair of advisors who oversaw $185 million in assets at Edward Jones launched an independent practice and affiliated with LPL Financial, the firm said Wednesday.

Lucas Mijares and Jesse Ettlin will operate as Zion Capital Wealth Management in Grass Valley, California. Zion Capital is aligned with Mariner Advisor Network, which supports advisors that are affiliated with LPL.

“With how quickly markets move, we wanted to position ourselves to have cutting-edge technology that allows us to manage our clients’ hard-earned money in any environment,” Ettlin said in a statement. “And through our partnership with LPL and Mariner Advisor Network, we have access to added resources to grow our business in a client-centric way.

Mijares had been affiliated with Edward Jones since 2015, according to his BrokerCheck report, while Ettlin joined Edward Jones in 2016.

Mijares and Ettlin are joined in their move by three staffers, Ariel McCormack, Brittney Still and Veronica Broskey.

On Monday, LPL announced that it had recruited a Dallas-based Edward Jones broker with $200 million in assets, Nick Lalonde.

[More: SEC inquiry targets Edward Jones brokers’ use of messaging apps]

Silicon Valley Bank rescue won’t bring down bond market

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print