LPL Financial & Value of Independence | JB Wealth Management


As independent advisors, affiliated with LPL Financial – the nation’s largest independent Broker/Dealer*, we seek to focus solely on serving our clients’ needs and strive to act in their best interest at all times. We have no obligations to investment product manufacturers and no quotas or directives. LPL Financial is a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities. This means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products or services. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

At JB Wealth Management we spend our time developing customized strategies for the unique challenges that our clients face. We are solely focused on their needs and understanding their individual financial objectives.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

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