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Est. 2026The front page of wealth managementNew York

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Brad Jerome

LPL Financial

At a glance

Brad Jerome joined LPL Financial from Osaic with $175 million in assets (our reporting, October 9, 2026). One story in our coverage names them so far.

Firm
LPL Financial
Assets, as reported
$175MFinancial ADVSR, Oct 9, 2026
In our coverage
1 story

The record

  1. Joined LPL Financial from Osaic with $175 million in assets

    Wells Fargo FiNet adds 11-person Los Angeles team from Ameriprise with $580 million Financial ADVSR

How this page is built

Every line on this page comes from a story that names Brad Jerome: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 9, 2026. All people in our coverage →