Fri, 03/01/2014 - 10:05
Owenby Jones Wealth Management has joined the LPL Financial broker-dealer and corporate RIA custodial platforms.
Owenby Jones, comprised of a team of former bank-based professionals, is led by financial advisors Jonathan Owenby and Jeff Jones. As of 1 December 2013 the firm supports client assets approaching USD150m.
Based in Alpharetta, Georgia, Owenby Jones provides wealth planning services to individuals and their families across the wealth spectrum, primarily on a fee basis. It serves a national clientele, with the majority of its clients located in the greater Atlanta area and throughout the state of Georgia. The firm focuses on the core areas of investment planning, financial planning and legacy planning, with a holistic view to helping its clients achieve their life goals and aspirations.
The team was formed in 2005 and today includes a total of six professionals. Owenby has 15 years of financial services industry experience and Jones has 16 years of industry experience.
Bill Morrissey (pictured), executive vice president of business development at LPL Financial, says: "We are thrilled that Owenby Jones has decided to affiliate with LPL Financial. We are pleased to offer financial advisory resources and tools that will enable them to service their clients' wealth management needs in as comprehensive, exceptional and fully customised a manner as they envision."
"We are very pleased to become an independent firm and join LPL's broker-dealer and corporate RIA platforms," say Owenby and Jones. "Our paramount concern is to do what is best for our clients, to help them pursue their financial goals with the least amount of risk and provide them with the optimal client experience.”
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