JTL Wealth Partners, which managed $250 million at Waddell & Reed Financial in Plano, Texas, has changed affiliations and will use LPL Financial’s broker-dealer and corporate registered investment adviser platform, employing LPL as custodian.
Founded in 1994, JTL is headed by Jimmy Lee, who said he wants to expand beyond Texas and brand the firm nationally.
Joining him in the move are JTL Wealth Partners by Bellann Hyten, the firm’s president and COO, as well as Albert Gonzalez, Harry Grant and Chris Mankoff, along with four more financial professionals and a support staff member.
See the latest Advisers on the Move here.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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