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FUNDRAISING NEWS | December 09, 2024
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.
Written By: Dakota
February 07, 2025
January 02, 2025
January 09, 2025
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