LPL Financial Holdings Inc. Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth

Reuters

2025/06/26

<a href="https://laohu8.com/S/LPLA">LPL Financial Holdings Inc</a>. Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth

SAN DIEGO, June 26, 2025 - LPL Financial LLC announced that financial advisor Jason Wyatt has joined its broker-dealer, Registered Investment Advisor, and custodial platforms to establish Wyatt Wealth Management. Wyatt, previously with Wells Fargo Advisors, will bring approximately $180 million in advisory, brokerage, and retirement plan assets to LPL. Based in Bryan, Texas, Wyatt aims to leverage LPL's platform to maintain independence and offer personalized services to clients, primarily those nearing or in retirement.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9485108-en) on June 26, 2025, and is solely responsible for the information contained therein.

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Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/LPLA\">LPL Financial Holdings Inc</a>. Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        SAN DIEGO, June 26, 2025 - LPL Financial LLC announced that financial advisor Jason Wyatt has joined its broker-dealer, Registered Investment Advisor, and custodial platforms to establish Wyatt Wealth Management. Wyatt, previously with Wells Fargo Advisors, will bring approximately $180 million in advisory, brokerage, and retirement plan assets to LPL. 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Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-06-26 20:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/LPLA\">LPL Financial Holdings Inc</a>. Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        SAN DIEGO, June 26, 2025 - LPL Financial LLC announced that financial advisor Jason Wyatt has joined its broker-dealer, Registered Investment Advisor, and custodial platforms to establish Wyatt Wealth Management. Wyatt, previously with Wells Fargo Advisors, will bring approximately $180 million in advisory, brokerage, and retirement plan assets to LPL. 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ID: GNW9485108-en) on June 26, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BKPKM429.USD","symbol_name":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250626:nNDL1TMr3r:1","article_id":"2546358957","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546358957","pubTimestamp":1750942515,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"SAN DIEGO, June 26, 2025 - LPL Financial LLC announced that financial advisor Jason Wyatt has joined its broker-dealer, Registered Investment Advisor, and custodial platforms to establish Wyatt Wealth Management. 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Welcomes Wyatt Wealth Management as Jason Wyatt Joins to Enhance Client Independence and Growth\n    \n\n        SAN DIEGO, June 26, 2025 - LPL Financial LLC announced that financial advisor Jason Wyatt has joined its broker-dealer, Registered Investment Advisor, and custodial platforms to establish Wyatt Wealth Management. Wyatt, previously with Wells Fargo Advisors, will bring approximately $180 million in advisory, brokerage, and retirement plan assets to LPL. Based in Bryan, Texas, Wyatt aims to leverage LPL's platform to maintain independence and offer personalized services to clients, primarily those nearing or in retirement.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. 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