Press release
LPL Financial Welcomes Wyatt Wealth Management
SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"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 $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. 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...