LPL Financial Welcomes Wyatt Wealth Management
LPL Financial (NASDAQ:LPLA) announced that financial advisor Jason Wyatt has joined their platform from Wells Fargo Advisors to launch Wyatt Wealth Management. Wyatt brings approximately $180 million in advisory, brokerage and retirement plan assets to LPL's broker-dealer, RIA and custodial platforms.
Based in Bryan, Texas, Wyatt has over 30 years of financial industry experience and specializes in serving clients near or in retirement. The move to LPL Financial was driven by his desire for greater independence, flexibility, and access to non-proprietary investment products. As part of the transition, Wyatt plans to expand staff and office space to enhance client service capabilities.
LPL Financial (NASDAQ:LPLA) ha annunciato che il consulente finanziario Jason Wyatt si è unito alla loro piattaforma provenendo da Wells Fargo Advisors per avviare Wyatt Wealth Management. Wyatt porta con sé circa 180 milioni di dollari in asset di consulenza, brokeraggio e piani pensionistici sulle piattaforme broker-dealer, RIA e di custodia di LPL.
Con sede a Bryan, Texas, Wyatt vanta oltre 30 anni di esperienza nel settore finanziario e si specializza nell'assistenza a clienti prossimi o in pensione. La scelta di passare a LPL Financial è stata motivata dal desiderio di maggiore indipendenza, flessibilità e accesso a prodotti di investimento non proprietari. Nell'ambito della transizione, Wyatt prevede di ampliare il personale e gli spazi ufficio per migliorare le capacità di servizio ai clienti.
LPL Financial (NASDAQ:LPLA) anunció que el asesor financiero Jason Wyatt se ha unido a su plataforma procedente de Wells Fargo Advisors para lanzar Wyatt Wealth Management. Wyatt aporta aproximadamente 180 millones de dólares en activos de asesoría, corretaje y planes de jubilación a las plataformas broker-dealer, RIA y de custodia de LPL.
Con sede en Bryan, Texas, Wyatt cuenta con más de 30 años de experiencia en la industria financiera y se especializa en atender a clientes cercanos o en etapa de jubilación. La decisión de unirse a LPL Financial fue impulsada por su deseo de mayor independencia, flexibilidad y acceso a productos de inversión no propietarios. Como parte de la transición, Wyatt planea ampliar el personal y el espacio de oficina para mejorar las capacidades de servicio al cliente.
LPL Financial (NASDAQ:LPLA)는 금융 상담사 제이슨 와이엇이 Wells Fargo Advisors에서 이적하여 Wyatt Wealth Management를 설립했다고 발표했습니다. 와이엇은 약 1억 8천만 달러 규모의 자문, 중개 및 퇴직 계획 자산을 LPL의 브로커-딜러, RIA 및 수탁 플랫폼에 가져왔습니다.
텍사스주 브라이언에 기반을 둔 와이엇은 30년 이상의 금융 업계 경력을 보유하고 있으며, 은퇴를 앞두거나 은퇴 중인 고객을 전문으로 합니다. LPL Financial로의 이동은 더 큰 독립성, 유연성, 그리고 비독점 투자 상품에 대한 접근성을 원했기 때문입니다. 전환의 일환으로 와이엇은 고객 서비스 역량 강화를 위해 직원과 사무실 공간을 확장할 계획입니다.
LPL Financial (NASDAQ:LPLA) a annoncé que le conseiller financier Jason Wyatt a rejoint leur plateforme en provenance de Wells Fargo Advisors pour lancer Wyatt Wealth Management. Wyatt apporte environ 180 millions de dollars d’actifs en conseil, courtage et plans de retraite aux plateformes courtier-négociant, RIA et de garde de LPL.
Basé à Bryan, Texas, Wyatt possède plus de 30 ans d’expérience dans le secteur financier et se spécialise dans l’accompagnement des clients proches ou en retraite. Ce passage à LPL Financial a été motivé par son souhait d’une plus grande indépendance, flexibilité et accès à des produits d’investissement non exclusifs. Dans le cadre de cette transition, Wyatt prévoit d’agrandir son équipe et ses locaux afin d’améliorer ses capacités de service client.
LPL Financial (NASDAQ:LPLA) gab bekannt, dass Finanzberater Jason Wyatt von Wells Fargo Advisors zu ihrer Plattform gewechselt ist, um Wyatt Wealth Management zu gründen. Wyatt bringt rund 180 Millionen US-Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen auf die Broker-Dealer-, RIA- und Depotplattformen von LPL.
Mit Sitz in Bryan, Texas, verfügt Wyatt über mehr als 30 Jahre Erfahrung in der Finanzbranche und spezialisiert sich auf die Betreuung von Kunden kurz vor oder im Ruhestand. Der Wechsel zu LPL Financial wurde durch seinen Wunsch nach größerer Unabhängigkeit, Flexibilität und Zugang zu nicht proprietären Anlageprodukten motiviert. Im Rahmen des Übergangs plant Wyatt, Personal und Büroräume zu erweitern, um die Kundenservicekapazitäten zu verbessern.
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SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately
Based in Bryan, Texas, home to Texas A&M University, Wyatt was introduced to the financial services industry as a college student working in a Dallas restaurant. Two of his regular customers were financial advisors and encouraged him to interview for a job. Now, with more than 30 years of financial industry experience, Wyatt has earned a reputation as an advisor who takes an individualized approach to wealth management, offering his clients, who are mostly near or in retirement, personalized and holistic experiences with the goal of helping them navigate their financial journey with confidence.
“We pride ourselves on treating clients like family, creating a caring environment where they feel confident in the guidance they receive,” Wyatt said. “Whether our clients are planning for retirement, managing their investments or considering their legacy, we are here to help support them every step of the way. Our mission is to empower our clients with the knowledge and tools to make informed decisions, helping to certify that their financial journey aligns with their values and aspirations.”
Looking for more freedom, flexibility and a new partner to help him grow his practice free of proprietary products, Wyatt and his team turned to LPL Financial following an extensive due diligence process.
“I see this move to LPL as an opportunity to regain my independence and to grow my business my way,” Wyatt said. “LPL does not offer proprietary investment products, which allows us to provide the appropriate products and services for our clients. And, because our clients are at the center of everything we do, we are even expanding our staff and office space to provide a next-level experience that allows us to better serve our clients.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Jason and his team to the LPL community and congratulate him on the move to independence. With more freedom and flexibility, financial advisors who choose LPL can work more effectively, run thriving practices and create value for their clients. We look forward to supporting Wyatt Wealth Management for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Wyatt Wealth Management 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.
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*Value approximated as reported to LPL
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