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FUNDRAISING NEWS | December 09, 2024

LPL Recruits $200M FL Advisor from JPM

Tags: Personnel, Financial Advisor Move

LPL Financial announced that it has added Fort Lauderdale, FL-based former JP Morgan financial advisor Francisco J. Blanco to its broker-dealer, RIA, and custodial platforms, adding $200M in managed client assets.

Blanco joins existing LPL affiliate Stonebrook Wealth Management, established by fellow JPMorgan alum Joe Maccuzzo, to form Stonebrook Wealth Partners. The independent advisory provides financial guidance, fiduciary investment management, and retirement planning services.

Blanco began his career with JP Morgan in 2015 and returned to it in 2018 following a brief stint with Merrill Lynch. 

Source: https://www.lpl.com/news-media/press-releases/lpl-financial-welcomes-financial-advisor-francisco-j-blanco.html

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