Press release
LPL Financial Welcomes Runyan Capital
SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer,
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning his career in wealth management in 2001, he set out to fulfill a lifelong dream of building his own firm. In 2010, he founded Runyan Capital, an independent firm dedicated to delivering an elevated wealth management experience. With over two decades of experience in investment management, Runyan remains grounded in the midwestern values that shaped him, earning a reputation as a trusted advisor known for thoughtful guidance and a deep commitment to helping clients make confident, informed financial decisions. “Our guiding principle is: ‘Discipline Makes the Difference,’” Runyan said. “The Runyan Capital process of building portfolios for each client incorporates behavioral economics research, taking a disciplined and proactive approach that helps prevent reactionary changes, aligns with each client's individual goals, and contributes to their long-term success.” Looking for improved technology offerings, more autonomy and the opportunity to amplify the elevated client experience, the Runyan Capital team, which includes Connor Brumfield, Sam Aamot and Jenni Runyan, Jeff’s wife, turned to LPL. “We chose to partner with LPL because of its size, scale and reputation, as well as their impressive integrated and streamlined technology,” Runyan said. “Making the move to LPL will allow us to take our business to the next level and provide our clients with an enhanced level of service.” Outside of work, Runyan enjoys spending time with his wife and two children and is an avid endurance athlete, having run marathons around the world. He has served on several boards, including the Rotary Club of Beverly Hills, PIMCO’s Investment Management Member Advisory Board for Financial Advisors and The Friends of Greystone in Beverly Hills. A proud alumnus of the University of Missouri, he remains an active supporter of its faculty and programs and...