CHARLOTTE, North Carolina, Nov. 02, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that the Barney Financial Services team has joined LPL Financial’s brokerage, RIA and custody platforms, aligned with the JFC Advisor Network. They said they served approximately $200 million in advisory, brokerage and pension assets*, and joined Securities America’s LPL, part of the Advisor Group brokerage network.
The Kearney, Neb. team, which turned 25e anniversary last month, was founded by financial adviser Ronald Eckloff CFP® in 1997. A member of Kingdom Advisors, Eckloff established the faith-based practice with a mission to help clients utilize their “God-given resources in the best way possible.” He is joined by his daughter Emily Jameson CFP®, who is a partner and financial advisor, and Amy Bettles, partner and head of client services. The team also includes four administrative support staff.
“We take a proactive financial planning approach and prepare a comprehensive financial analysis to ensure each client’s investment choices best suit their needs and goals,” Eckloff said. “Our clients are primarily retirees and pre-retirees, who are typically saving for the future or want to ensure their money will last through retirement. And that’s our number one priority: helping them take care of themselves and their families.
Every member of the Barney Financial team was born and raised in central Nebraska and they all have deep roots in the community. Eckloff has held leadership positions on the Board of Directors for the YMCA of Kearney, the Evangelical Free Church of Kearney, the Board of Directors for the CHI Good Samaritan Foundation, and CASA of Buffalo County. Jameson is active in the Kearney Young Professionals Network, a local chapter of Business Network International (BNI), Kearney Evangelical Free Church, Kearney YMCA and has served on the board of the Kearney Area Children’s Museum. Bettles is involved with the Kearney Area Chamber of Commerce and the First Baptist Church.
Seeking to enhance their practice with innovative technology and increased back-office support, the team decided to join the JFC Advisor Network and switch to LPL. “We were previously with JFC for almost 15 years until a few years ago, so we’re joining old friends,” Eckloff said.
“We believe the innovative capabilities and more responsive support from LPL and JFC will be a step forward for our practice and enable us to provide better service to our customers,” said Jameson. “Technology, such as the account opening process and consolidated statements, will improve the customer experience, simplify processes and streamline operations, ultimately giving us more time to take care of our customers.”
JFC Advisor Network President Jack Connealy said, “We are delighted to once again be supporting Ron Eckloff, Emily Jameson, Amy Bettles and the entire Barney Financial Services team. The family business run by Ron, Emily and Amy is truly remarkable and their dedication to their customers is second to none. We couldn’t be prouder that this group recognized the value offered by JFC and chose to take over our partnership. Our goal is to deliver the best experience in the industry by providing personalized comprehensive support backed by the leading platforms and technology provided by LPL, and we look forward to supporting the continued growth and success of Barney Financial Services.
Scott Posner, LPL’s Executive Vice President, Business Development, added, “We welcome Ron, Emily, Amy and their entire team to the LPL community, and it’s wonderful to see them reunite with their friends at JFC. We’re thrilled they’ve chosen to make the switch to LPL and see the value in the industry-leading resources and capabilities our advisors can access to enable growth and deliver differentiated client experiences. We will continue to invest and innovate to deliver value to their customers and their business. We wish Barney Financial Services and the JFC Advisor Network every success for the years to come.
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 21,000 financial advisors, and approximately 1,100 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.
*Approximate value based on details of assets and holdings provided to LPL from year-end 2021.
** Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, #1 in growth of financial institutions’ assets under management; No. 1 in financial institution AUM market share; #1 in financial institution revenue market share; #1 in Financial Institutions Market Share; No. 1 on the share of advisors. (Kehrer Bielan Research & Consulting TPM 2021-2022 Annual Report). Fortune 500 in June 2021.
LPL and its affiliates provide financial services only from the United States.
Securities and advisory services provided by LPL Financial, a registered investment adviser. FINRA/SIPC member. Barney Financial Services, JFC Advisor Network, Kingdom Advisors and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC.
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