Advisor moves from Edward Jones to LPL Financial, bringing $185M in assets
1 report, 1 independent
Updated Thu 00:00
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What happened
Nathan J. Hershman established SteadRock Private Wealth through LPL Financial. He moved from Edward Jones, where he managed approximately $185 million in client assets. SteadRock targets families, pre-retirees, retirees, and business owners, with a specific interest in the manufacturing sector.
From investmentnews.com
Why it matters
The move contributes to LPL Financial's sustained recruitment of advisors. LPL Financial recorded more than 7,200 net advisor additions over a five-year period ending in 2025, according to an ISS Market Intelligence report.
From investmentnews.com
Who's involved
- LPL FinancialIndependent broker-dealer providing platforms for new practices.
- Edward JonesFirm from which Nathan J. Hershman departed.
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The entities involved
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LPL Financial
independent broker-dealer in the United States
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North Canton
city in Stark County, Ohio, United States
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