LPL Financial Welcomes Tenacity Investment Group
LPL Financial (NASDAQ: LPLA) has announced that Tenacity Investment Group, led by Steve Jones, has joined LPL's broker-dealer, RIA and custodial platforms. Jones, who previously served at Raymond James, brings approximately $230 million in advisory, brokerage and retirement plan assets to LPL.
Based in Longmont, Colorado, Jones is a 25-year industry veteran who founded Tenacity Investment Group in 2010. The firm, supported by operations manager Mindy Kennie, specializes in serving individuals approaching or in retirement. Jones chose LPL for its dedicated service advisor team, size, scale, and focus on independent advisors.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.7 trillion in brokerage and advisory assets under management on behalf of about 6 million Americans.
LPL Financial (NASDAQ: LPLA) ha annunciato che Tenacity Investment Group, guidata da Steve Jones, si è unita alle piattaforme broker-dealer, RIA e di custodia di LPL. Jones, che in precedenza ha lavorato presso Raymond James, porta con sé circa 230 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Longmont, Colorado, Jones è un veterano del settore con 25 anni di esperienza e ha fondato Tenacity Investment Group nel 2010. L'azienda, supportata dalla responsabile operativa Mindy Kennie, è specializzata nell'assistenza a persone prossime o in pensione. Jones ha scelto LPL per il suo team di consulenti dedicati, la dimensione, la portata e l'attenzione verso i consulenti indipendenti.
Attualmente, LPL Financial supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,7 trilioni di dollari in asset di intermediazione e consulenza per conto di circa 6 milioni di americani.
LPL Financial (NASDAQ: LPLA) ha anunciado que Tenacity Investment Group, liderado por Steve Jones, se ha unido a las plataformas broker-dealer, RIA y de custodia de LPL. Jones, quien anteriormente trabajó en Raymond James, aporta aproximadamente 230 millones de dólares en activos de asesoría, corretaje y planes de jubilación a LPL.
Con sede en Longmont, Colorado, Jones es un veterano de la industria con 25 años de experiencia y fundó Tenacity Investment Group en 2010. La firma, apoyada por la gerente de operaciones Mindy Kennie, se especializa en atender a personas que se acercan o están en retiro. Jones eligió LPL por su equipo dedicado de asesores, su tamaño, escala y enfoque en asesores independientes.
Actualmente, LPL Financial apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con cerca de 1.7 billones de dólares en activos de corretaje y asesoría bajo gestión en nombre de unos 6 millones de estadounidenses.
LPL Financial (NASDAQ: LPLA)는 Tenacity Investment Group이 스티브 존스의 이끄는 팀과 함께 LPL의 중개업자, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 이전에 Raymond James에서 근무했던 존스는 약 2억 3천만 달러 규모의 자문, 중개 및 퇴직 계획 자산을 LPL에 가져왔습니다.
콜로라도주 롱몬트에 본사를 둔 존스는 25년 경력의 업계 베테랑으로 2010년에 Tenacity Investment Group을 설립했습니다. 운영 관리자 Mindy Kennie의 지원을 받는 이 회사는 은퇴를 앞두거나 은퇴 중인 개인을 전문으로 합니다. 존스는 전담 서비스 어드바이저 팀, 규모, 범위 및 독립 어드바이저에 대한 집중 때문에 LPL을 선택했습니다.
LPL Financial은 현재 거의 29,000명의 재무 자문가와 약 1,200개의 금융 기관을 지원하며, 약 1.7조 달러의 중개 및 자문 자산을 약 600만 미국인을 대신해 관리하고 있습니다.
LPL Financial (NASDAQ : LPLA) a annoncé que Tenacity Investment Group, dirigé par Steve Jones, a rejoint les plateformes de courtage, RIA et de garde de LPL. Jones, qui travaillait auparavant chez Raymond James, apporte environ 230 millions de dollars d'actifs en conseil, courtage et plans de retraite à LPL.
Basé à Longmont, Colorado, Jones est un vétéran de l'industrie avec 25 ans d'expérience et a fondé Tenacity Investment Group en 2010. L'entreprise, soutenue par la responsable des opérations Mindy Kennie, se spécialise dans l'accompagnement des personnes proches ou en retraite. Jones a choisi LPL pour son équipe dédiée de conseillers, sa taille, son envergure et son focus sur les conseillers indépendants.
LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, avec environ 1,7 billion de dollars d'actifs sous gestion en courtage et conseil au nom d'environ 6 millions d'Américains.
LPL Financial (NASDAQ: LPLA) hat bekannt gegeben, dass sich Tenacity Investment Group unter der Leitung von Steve Jones den Broker-Dealer-, RIA- und Depotplattformen von LPL angeschlossen hat. Jones, der zuvor bei Raymond James tätig war, bringt rund 230 Millionen US-Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen zu LPL.
Mit Sitz in Longmont, Colorado, ist Jones ein Branchenveteran mit 25 Jahren Erfahrung und gründete Tenacity Investment Group im Jahr 2010. Das Unternehmen, unterstützt von der Betriebsleiterin Mindy Kennie, spezialisiert sich auf die Betreuung von Personen, die sich dem Ruhestand nähern oder bereits im Ruhestand sind. Jones entschied sich für LPL aufgrund des engagierten Serviceberater-Teams, der Größe, Reichweite und des Fokus auf unabhängige Berater.
LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute mit einem verwalteten Vermögen von rund 1,7 Billionen US-Dollar in Brokerage- und Beratungsvermögen im Auftrag von etwa 6 Millionen Amerikanern.
- Addition of $230 million in AUM through new advisor acquisition
- Continued expansion of advisor network demonstrates strong recruitment capabilities
- Large scale operations with $1.7 trillion in total assets under management
- None.
SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately
Based in Longmont, Colo., Jones, a 25-year industry veteran, founded Tenacity Investment Group in 2010 with the goal of offering his clients independent advice and a fiscal education that helps them better understand the complexities of their financial lives. He is supported by long-time operations manager Mindy Kennie, and together they manage their client base of individuals in or nearing retirement and their families.
“Many of my initial meetings are three to four hours long because I truly believe in providing my clients with an understanding of the wealth management process and getting a clear picture of their financial goals,” Jones said. “Once I understand their near-and long-term goals, I work with them to create sound financial plans, employ responsible investment strategies, stay unwaveringly focused on their goals and make adjustments based on reason and necessity.”
Looking to create an enhanced experience for his clients, Jones turned to LPL Financial.
“LPL impressed me from the start for several reasons, including their dedicated team of service advisors and overall size and scale,” Jones said. “But the biggest factor in choosing LPL is that they really understand and cater to independent advisors. With their service and support alongside their streamlined technology, I am confident this will help us provide a next-level client experience.”
LPL Executive Vice President, Business Development Scott Posner said, “We welcome Steve and Mindy to the LPL community and are honored they turned to us to help elevate their practice. At LPL, we are deeply committed to helping businesses like Tenacity Investment Group by investing in robust, integrated technology capabilities designed to help advisors provide clients with differentiated experiences. We look forward to supporting Tenacity Investment Group for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Tenacity Investment Group and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:
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