By coming to LPL and PAG, we immediately gain access to a wide selection of products and services for our clients.- Jeffery Lapidus, principal of JBL
Focused on retirement planning and financial planning services, JBL is comprised of father-daughter financial advisors Jeffrey and Erin Lapidus and three support staff members. “Private Advisor Group is a great move for us,” said Jeffrey Lapidus, principal of JBL. “By coming to LPL and PAG, we immediately gain access to a wide selection of products and services for our clients. At the same time, we are joining a community of advisors that have an opportunity to benefit from the scale and backbone of both LPL and PAG.”
Charlie Latimer, director of national recruiting for PAG added, “Jeff and Erin spent considerable time evaluating the landscape and truly had a blank canvas to design the next leg of their career. They could have gone anywhere. They met us and the decision became easy. That is, to enjoy the true independence and economics the RIA model has to offer, but align with a partner that handles all of the compliance and regulatory infrastructure.”
Added Tommy Elms, LPL assistant vice president, Business Development, “This is a great family team and we are excited they have joined LPL. In addition to liking the network of advisors and support PAG could provide, Jeff and Erin appreciated LPL’s self-clearing capabilities and technology resources. They were also impressed with LPL’s platforms that allowed them to focus on growing their business with a flexible open-architecture platform. They are a great fit for LPL and I wish them continued success.”
*Asset numbers were reported by JBL Financial Services based on prior business and have not been independently and fully verified by LPL Financial.