LPL Financial announced that financial advisor Brad Jerome of Legacy Financial Group has joined its broker-dealer and Registered Investment Advisor platforms. Jerome reported serving approximately $175 million in advisory, brokerage, and retirement plan assets and joins LPL from Osaic.
Based in Burton, Michigan, outside of Flint, Legacy Financial Group serves a multigenerational client base ranging from younger investors beginning to build wealth to retirees and clients in their nineties.
The practice focuses on relationship-driven financial planning and often works with multiple generations of the same family.
Legacy Financial Group also collaborates with estate planning attorneys and CPAs to help clients address broader financial planning needs.
Jerome is supported by Ben McKinney, Keaton Washburn, Brooke Lince, Autumn Blackford, Lisa Blackburn, and Delanie Carpenter.
The firm’s planning approach centers on understanding each client’s financial goals, values, priorities, and long-term aspirations before recommending investment or planning strategies.
Legacy Financial Group provides ongoing planning and communication through quarterly review opportunities, educational workshops, and client appreciation events.
The team said its goal is to maintain long-term client relationships that extend beyond investment management and support families through major financial and life transitions.
Legacy Financial Group selected LPL after evaluating potential partners that could support the practice’s continued growth while enhancing its technology and client service capabilities.
The team cited LPL’s technology platform, investment capabilities, operational infrastructure, and advisor support resources as important factors in its decision.
LPL supports more than 32,000 financial advisors and approximately 1,100 financial institutions.
The company services and custodies approximately $2.6 trillion in brokerage and advisory assets on behalf of roughly 8 million Americans.
LPL provides advisors and institutions with multiple affiliation models, investment solutions, financial technology tools, and practice management resources.
KEY QUOTES:
“We’ve always believed financial planning begins with understanding people, not portfolios. Our clients trust us with some of the most important decisions in their lives, and we take that responsibility seriously. Whether someone is just starting to save, preparing for retirement or planning a legacy for future generations, our goal is to build meaningful relationships and provide guidance that helps turn their goals and dreams into reality.”
“We were looking for a firm that was professional, operationally strong and capable of supporting our firm’s continued growth. Throughout our due diligence, it became clear that LPL stands apart in the industry. The technology, investment platform and support resources give us confidence that we can continue elevating the experience we provide, while remaining focused on what matters most: serving our clients. We believe this relationship positions us to take our practice to the next level.”
Brad Jerome, Financial Advisor at Legacy Financial Group
“The Legacy Financial Group team has built a reputation for putting relationships at the center of the client experience, and that’s reflected in the trust they’ve earned across generations of families. As they look to the future, we’re excited to provide the scale, capabilities, and strategic support to help them continue growing on their terms. We welcome Brad and the entire team to the LPL community and look forward to partnering with them as they build on an already impressive foundation.”
Marc Cohen, Chief Growth Officer at LPL Financial
