JLM Financial in Bridgeton, N.J., and Capital Investment Advisors in Long Beach, Calif., are joining SII Investments Inc., a broker-dealer based in Appleton, Wisc., National Planning Holdings Inc. announced Wednesday.
SII Investments is part of the National Planning Holdings network of independent broker-dealers.
JLM focuses on creating dependable income streams and provides retirement and estate planning and related investment and wealth management solutions to retirees and pre-retirees. The firm has $120 million in assets.
Capital Investment Advisers is a financial planning and investment management firm that specializes in retirement planning that has more than $100 million in assets under management.