For Immediate Release
Contact: Beth Mason
David Morders, CRPC® and Jason Jennings, CFP® Recognized as a Top Financial Advisor by LPL Financial
Frederick, MD – March 10, 2015 – Jason Jennings, CFP® and David Morders, CRPC®, independent LPL Financial advisors at Key financial Group, LLC in Frederick, MD, today announced that they were recognized as a top financial advisors and named to LPL’s Director’s Club. This distinction is based on where the advisor’s annual production ranks among the firm’s approximately 14,000 registered nationwide advisors.
“We congratulate Jason and David on this achievement, which exemplifies innovative leadership in our industry and excellence in delivering objective financial advice and strategies,” said William Morrissey, managing director, LPL Independent Advisor Services. “Director’s Club advisors serve as trusted counselors to their clients and their communities, and are among the premier financial advisors in our industry.”
David Morders and Jason Jennings are affiliated with LPL and provides access to independent financial planning services, investment advice and asset management services to clients in the Washington metropolitan area.
About Key Financial Group, LLC
Key Financial Group, LLC brings independent, unbiased advice and guidance to our clients and families. With more than 35 years combined industry experience, Jason A. Jennings, CERTIFIED FINANCIAL PLANNER™ and David M. Morders, Chartered Retirement Planning Counselor (CRPC) ®, puts our clients’ needs first without Wall Street and banking influences.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,900 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (*based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $84 billion in retail assets served, as of September 30, 2014, and acts as an independent consultant to more than 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have 3,397 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.