Nov 12, 2025 1:00 PM Eastern Standard Time JPMorganChase Expands J.P. Morgan Private Client Network with Four New Locations in California Share Expansion brings personalized banking and wealth management services for affluent clients to more than 85 locations across the U.S. SAN FRANCISCO--(BUSINESS WIRE)--JPMorganChase today announced the opening of four new J.P. Morgan Financial Centers in California, furthering its commitment to providing highly personalized banking and wealth management services to affl ...

Core Insights - LPL Financial LLC announced the joining of financial advisor Mai Park to its employee advisor channel, Linsco by LPL Financial, and the launch of Mai Park Capital, with approximately $330 million in advisory, brokerage, and retirement plan assets [1][8] Group 1: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $1.8 trillion in brokerage and advisory assets on behalf of around 7 million Americans [6] Group 2: Advisor Transition - Mai Park transitioned to financial services in 2007 after a career as a high school science teacher and has over 20 years of industry experience focusing on estate planning, investment management, retirement planning, tax planning, and wealth management [2] - Park chose to move to LPL Financial to better serve her clients with enhanced technology and broader offerings, valuing the independence and flexibility provided by the Linsco model [3][4] Group 3: Client-Centric Approach - Park emphasizes a personalized approach to client relationships, focusing on active listening, empathy, and experience to create customized financial roadmaps [3] - The alignment with LPL and Pence Wealth Management allows Park to focus on delivering an exceptional client experience while benefiting from LPL's integrated wealth management platform and business resources [4]