LPL Financial Welcomes Financial Advisor Jerry Madden, Jr.

Rhea-AI Summary

LPL Financial LLC (LPL) has announced that financial advisor Jerry Madden, Jr., CFA®, has joined its broker-dealer, RIA, and custodial platforms. Madden brings over two decades of experience in the financial services industry and has served approximately $140 million in advisory, brokerage, and retirement plan assets. He aims to provide customized, comprehensive plans to build wealth, preserve assets and income, and protect families from unforeseen risks. Madden's move to LPL is driven by the desire for more autonomy and an elevated client experience, as he believes LPL offers integrated, streamlined platforms and comprehensive support to improve efficiencies and create a best-in-class client experience.

SAN DIEGO, Nov. 30, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jerry Madden, Jr., CFA®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $140 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cetera.

Located in Paramus, N.J., Madden has more than two decades of experience in the financial services industry, and has earned a reputation as a financial advisor that builds trust with his clients by providing them with customized, comprehensive plans designed to build wealth – while preserving assets and income and protecting families from unforeseen risks along the way.

“It’s important to me that my clients are able to take an active role in planning their fiscal futures, and having a basic financial education is a big part of that,” Madden said. “I spend time understanding my clients’ overall risk tolerance, allocation and time horizon to make sure they match, then I work with them to understand the products and services I offer to help them reach their financial goals.”

Looking for more autonomy, as well as the ability to provide an elevated client experience, Madden looked at several firms before selecting LPL as the best fit for his business.

“From their integrated and streamlined platforms to their comprehensive support, everything LPL offers is designed to improve efficiencies and create a best-in-class client experience,” Madden said. “I am confident that moving to LPL will allow me to better serve my clients while providing me with the resources and tools necessary to help me grow my business on my terms.”

Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Jerry to the LPL community and applaud his client-centered philosophy. At LPL, we believe that advisors know their clients best and we are proud to provide them with the tools, resources and support necessary to help them build their perfect practice. We look forward to supporting Jerry for years to come.”

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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 560 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. The advisor included in this press release and LPL Financial are separate entities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

*Value approximated based on asset and holding details provided to LPL from year-end 2022.

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Who is the financial advisor that has joined LPL Financial LLC?

Financial advisor Jerry Madden, Jr., CFA® has joined LPL Financial LLC.

What is the amount of assets served by Jerry Madden, Jr.?

Jerry Madden, Jr. has served approximately $140 million in advisory, brokerage, and retirement plan assets.

Where is Jerry Madden, Jr. located?

Jerry Madden, Jr. is located in Paramus, N.J.

Why did Jerry Madden, Jr. choose to join LPL Financial LLC?

Jerry Madden, Jr. chose to join LPL Financial LLC for more autonomy, the ability to provide an elevated client experience, and the belief that LPL offers integrated, streamlined platforms and comprehensive support.

Who is the Executive Vice President, Business Development at LPL Financial LLC?

Scott Posner is the Executive Vice President, Business Development at LPL Financial LLC.