JTL Wealth Partners, which managed $250 million at Waddell & Reed Financial in Plano, Texas, has changed affiliations and will use LPL Financial’s broker-dealer and corporate registered investment adviser platform, employing LPL as custodian.
Founded in 1994, JTL is headed by Jimmy Lee, who said he wants to expand beyond Texas and brand the firm nationally.
Joining him in the move are JTL Wealth Partners by Bellann Hyten, the firm’s president and COO, as well as Albert Gonzalez, Harry Grant and Chris Mankoff, along with four more financial professionals and a support staff member.
See the latest Advisers on the Move here.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
