LPL Financial (LPLA) announced that Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings over 30 years of industry experience and serves a clientele of high-net-worth individuals, primarily those nearing or in retirement. His approach is rooted in listening, disciplined strategy and independent judgment, delivering wealth management aligned with clients’ long-term goals and best interests.
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