LPL Financial announced today it has recruited a J.P. Morgan Securities advisor with about $425 million in advisory, brokerage and retirement plan assets to its broker-dealer, corporate registered investment advisor and custodial platforms.
Bryan Schneider joins Professional Wealth Advisors (PWA), an LPL wealth management team in Downers Grove, Ill. He brings more than two decades of experience to the team. He worked at J.P. Morgan for eight years. Prior to that, he worked at Chase Investment Services Corp. and Banc of Securities Corp.
Schneider said he chose to partner with LPL Financial and PWA to elevate his practice and provide more comprehensive wealth management. “I wanted to go somewhere where I had more freedom and autonomy. At LPL, I’m able to provide estate and financial planning, as well as asset management, and I have access to a wide range of products and services that can be customized for my clients’ needs,” he said in a statement.
And he noted the additional support from PWA allows him to focus on his clients by having the in-house operations and client service staff to help with most of the business aspects.
Josh Gerry, managing partner at PWA, said their team is growing quickly and that they're happy to partner with an advisor of Schneider’s caliber. “The goal of our firm is to be a family office for every one of our clients and work to fulfill our promises to each of them. Bryan fits perfectly with our culture and firm goals,” he said.