LPL Financial has added Owenby Jones Wealth Management to its broker-dealer and corporate RIA custodial platforms.
Led by Jonathan Owenby and Jeff Jones, Owenby Jones provides comprehensive wealth planning services to individuals and their families across the wealth spectrum, primarily on a fee basis.
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Owenby Jones focuses on the core areas of investment planning, financial planning and legacy planning, with a holistic view to assist clients in achieving their life goals and aspirations.
Bill Morrissey, executive vice president of business development at LPL Financial, said: "We are thrilled that Owenby Jones has decided to affiliate with LPL Financial. We are pleased to offer financial advisory resources and tools that will enable them to service their clients’ wealth management needs in as comprehensive, exceptional and fully customized a manner as they envision."
Commenting on the addition, Owenby and Jones said: "Joining with LPL as an independent firm will enable us to work much more closely with our clients, and to communicate with our clients as often and as fully as necessary. We are happy to have arrived at LPL and look forward to a long and satisfying relationship."
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