Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management

SAN DIEGO, June 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. — just 20 minutes from the Gateway Arch in St. Louis — S ...