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FUNDRAISING NEWS | December 17, 2024
Tags: Personnel, Financial Advisor Move
LPL announced that Jeffrey Grange joined Linsco, the firm’s employee advisor channel, from D.A. Davidson & Co where he managed approximately $300M in client assets.
With the move, Grange established Grange Wealth Management of LPL Financial and will operate from Linsco’s Santa Barbara, CA, office, joined by client service associate Debora McKenzie-Jakushak.
He has nearly two decades of experience and had been with D.A. Davidson since 2013. Grange began his career at Citigroup, with additional stints at Crowell Weedon and Morgan Stanley.
Written By: Dakota
January 17, 2025
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