A pair of advisors who oversaw $185 million in assets at Edward Jones launched an independent practice and affiliated with LPL Financial, the firm said Wednesday.
Lucas Mijares and Jesse Ettlin will operate as Zion Capital Wealth Management in Grass Valley, California. Zion Capital is aligned with Mariner Advisor Network, which supports advisors that are affiliated with LPL.
“With how quickly markets move, we wanted to position ourselves to have cutting-edge technology that allows us to manage our clients’ hard-earned money in any environment,” Ettlin said in a statement. “And through our partnership with LPL and Mariner Advisor Network, we have access to added resources to grow our business in a client-centric way.
Mijares had been affiliated with Edward Jones since 2015, according to his BrokerCheck report, while Ettlin joined Edward Jones in 2016.
Mijares and Ettlin are joined in their move by three staffers, Ariel McCormack, Brittney Still and Veronica Broskey.
On Monday, LPL announced that it had recruited a Dallas-based Edward Jones broker with $200 million in assets, Nick Lalonde.
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“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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