LPL Financial (LPLA) announced that Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. He reported serving approximately $230 million in advisory, brokerage and retirement plan assets and joins LPL from Raymond James. 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.
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