CHARLOTTE, NC, November 2, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC The Barney Financial Services team announced today that it has joined LPL Financial’s broker-dealer, RIA and custodial platforms, partnering with the JFC Advisor Network. They reportedly provided approximately $200 million in advisory, brokerage and retirement assets*, and he joined the LPL from Securities America, part of the Advisor Group network of broker-dealers.
The Kearney, Nebraska team celebrates its 25th anniversaryth It was founded last month by financial advisor Ronald Ekloff CFP.® A member of Kingdom Advisors, Eckloff has established a faith-based practice on a mission to help clients use “the best possible use of their God-given resources.”He’s with his daughter Emily Jameson CFP®, along with Amy Bettles, Partner and Client Services Manager, Partner and Financial Advisor. The team also includes four office support staff.
“We take a proactive financial planning approach and prepare a full financial analysis to ensure that each client’s investment choices best meet their needs and goals,” said Eckloff. . “Our clients are primarily retirees and pre-retirement people who are typically saving for the future or want to make sure they keep their money in retirement. The number one priority – helping them take care of themselves and their families.
Each member of the Barney Financial team was born and raised in Central Nebraska and all have deep roots in their communities. Eckloff has held leadership roles on the Kearney YMCA Board of Directors, the Kearney Evangelical Free Church, the CHI Good Samaritan Foundation Board, and the Buffalo County CASA. Jameson is active with the Kearney Young He Professional Network, the Kearney Evangelical Free Church, the Kearney YMCA, the local chapters of Business Network International (BNI), and serves on the Board of Directors of the Kearney He Area Children’s Museum. Bettles is involved with the Kearney Area Chamber of Commerce and the First Baptist Church.
Aiming to strengthen its operations with innovative technology and increased back office support, the team decided to rejoin the JFC Advisor Network and move to LPL. “We’re rejoining an old friend, who until a few years ago he was with the JFC for nearly 15 years,” he says.
“We believe the innovative features and faster support from LPL and JFC will be a step forward for our operations and enable us to better serve our clients,” said Jameson. Technologies such as processes and consolidated statements can improve the customer experience, simplify processes and streamline operations, ultimately allowing us to spend more time caring for our customers.”
Jack Conneely, president of the JFC Advisor Network, said: Led by Ron, Emily and Amy, the family business is truly outstanding and their dedication to their customers is second to none. We are proud that this group has recognized the value his JFC provides and has chosen to renew the partnership. Our goal is to provide the best experience in the industry by providing personalized and comprehensive support backed by the industry-leading platform and technology provided by LPL. We look forward to supporting the continued growth and success of the service. ”
Scott Posner, LPL’s executive vice president of business development, added: We are pleased that they chose to move to LPL and see value in the market-leading resources and capabilities our advisors have access to to enable growth and deliver a differentiated experience for their clients. We will continue to invest and innovate to deliver value to our clients and business. We wish Barney Financial Services and the JFC Advisor Network great success for many years to come. ”
Related
adviser, find LPL Business Development Representative close to you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that firms should work for their advisors, not the other way around. Today, LPL is the market leader in providing services**. Nationwide, he supports approximately 21,000 financial advisors, approximately 1,100 institutional-based investment programs, and 500 independent His RIA firms. We are steadfast in our commitment to an advisor-centric model and the belief that Americans have the right to access individualized guidance from their financial advisors. It means you have the freedom to choose your models, services and technical resources to help you execute your perfect practice. And because they know their customers best, they are free to manage their relationship with them. Simply put, we look after our advisors so they can look after their clients.
*Estimated based on asset and holding details provided to LPL from the end of 2021.
**Top RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 Independent Broker-Dealer in the US (Based on Total Revenue, Financial Planning Magazine 1996-2022). #1 for his AUM growth from financial institutions among third-party providers of intermediation services for banks and credit unions. No. 1 AUM share for financial institutions. No. 1 financial institution revenue share. Financial institution share No. 1. Advisor share No. 1. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliates provide financial services only from the United States.
Securities and advisory services provided through LPL Financial, a registered investment manager. Member FINRA/SIPC. Barney Financial Services, JFC Advisor Network, Kingdom Advisors and LPL Financial are separate entities.
Throughout this communication, the terms “Financial Advisor” and “Advisor” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.
We regularly disclose important information to our shareholders in the “Investor Relations” or “Press Releases” sections of our website.
Connect with us!
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media contact:
Media.relations@LPLFinancial.com
(704) 996-1840