UBS adviser managing $150 million in Florida moves to LPL

UBS adviser managing $150 million in Florida moves to LPL
Jeffrey Schiffman joins the firm’s employee unit in Palm Beach Gardens, Florida.
MAY 13, 2021

Jeffrey Schiffman, who managed $150 million at UBS Financial, has joined the recently formed employee unit of LPL Financial in Palm Beach Gardens, Florida.

LPL's employee unit, Linsco, revives branding that was part of the firm’s original name, Linsco Private Ledger.

Schiffman has 20 years of experience, according to his BrokerCheck report, and had been affiliated with UBS since 2009.

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