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.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income