LPLA - LPL Financial Welcomes Financial Advisor Jerry Madden Jr. | Benzinga
SAN DIEGO, Nov. 30, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jerry Madden, Jr., CFA®, has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported having served approximately $140 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cetera.
Located in Paramus, N.J., Madden has more than two decades of experience in the financial services industry, and has earned a reputation as a financial advisor that builds trust with his clients by providing them with customized, comprehensive plans designed to build wealth – while preserving assets and income and protecting families from unforeseen risks along the way.
"It's important to me that my clients are able to take an active role in planning their fiscal futures, and having a basic financial education is a big part of that," Madden said. "I spend time understanding my clients' overall risk tolerance, allocation and time horizon to make sure they match, then I work with them to understand the products and services I offer to help them reach their financial goals."
Looking for more autonomy, as ...