{"id":837460,"date":"2025-04-15T09:04:51","date_gmt":"2025-04-15T13:04:51","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/"},"modified":"2025-04-15T09:04:51","modified_gmt":"2025-04-15T13:04:51","slug":"lpl-financial-welcomes-tenacity-investment-group","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/","title":{"rendered":"LPL Financial Welcomes Tenacity Investment Group"},"content":{"rendered":"
\n

SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a> announced today that financial advisor Steve Jones of Tenacity Investment Grou<\/a>p has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.<\/p>\n

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.<\/p>\n

\u201cMany of my initial meetings are three to four hours long because I truly believe in providing my clients with an understanding of the wealth management process and getting a clear picture of their financial goals,\u201d Jones said. \u201cOnce I understand their near-and long-term goals, I work with them to create sound financial plans, employ responsible investment strategies, stay unwaveringly focused on their goals and make adjustments based on reason and necessity.\u201d<\/p>\n

Looking to create an enhanced experience for his clients, Jones turned to LPL Financial. \u00a0<\/p>\n

\u201cLPL impressed me from the start for several reasons, including their dedicated team of service advisors and overall size and scale,\u201d Jones said. \u201cBut the biggest factor in choosing LPL is that they really understand and cater to independent advisors. With their service and support alongside their streamlined technology, I am confident this will help us provide a next-level client experience.\u201d<\/p>\n

LPL Executive Vice President, Business Development Scott Posner said, \u201cWe welcome Steve and Mindy to the LPL community and are honored they turned to us to help elevate their practice. At LPL, we are deeply committed to helping businesses like Tenacity Investment Group by investing in robust, integrated technology capabilities designed to help advisors provide clients with differentiated experiences. We look forward to supporting Tenacity Investment Group for years to come.\u201d<\/p>\n

\n
\n Related<\/u>
\n <\/strong>\n <\/p>\n

Advisors, learn how LPL Financial can help take your business to the next level<\/a>.<\/p>\n

\n
\n About LPL Financial<\/u>
\n <\/strong>\n <\/p>\n

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.\u00a0As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to \u2014 run thriving businesses. For further information about LPL, please visit www.lpl.com<\/a>.<\/p>\n

\n Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC.<\/strong> Tenacity Investment Group and LPL Financial are separate entities.<\/p>\n

Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n

We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations<\/a>\u201d or \u201cPress Releases<\/a>\u201d section of our website.<\/p>\n

\n *Value approximated based on asset and holding details provided to LPL from end of year, 2024.<\/em>\n <\/p>\n

\n
\n Media Contact:<\/u>
\n <\/strong>\u00a0
Media.relations@LPLFinancial.com<\/a>\u00a0<\/p>\n

Tracking #715453<\/p>\n

\"\"
\n
\n \"\"\n <\/div>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) 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. \u201cMany of my … <\/p>\n

Continue reading “LPL Financial Welcomes Tenacity Investment Group”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-837460","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nLPL Financial Welcomes Tenacity Investment Group - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes Tenacity Investment Group - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) 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. \u201cMany of my … Continue reading "LPL Financial Welcomes Tenacity Investment Group"\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-15T13:04:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL Financial Welcomes Tenacity Investment Group\",\"datePublished\":\"2025-04-15T13:04:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/\"},\"wordCount\":560,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/\",\"name\":\"LPL Financial Welcomes Tenacity Investment Group - Market Newsdesk\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=\",\"datePublished\":\"2025-04-15T13:04:51+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=\",\"contentUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-tenacity-investment-group\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"LPL Financial Welcomes Tenacity Investment Group\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#website\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/\",\"name\":\"Market Newsdesk\",\"description\":\"Latest Business News in Real Time\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\",\"name\":\"Newsdesk\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a0d0bd5b0f0ca12a265a459b13169dac35f33776d8501eda5e68844a366f2f46?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a0d0bd5b0f0ca12a265a459b13169dac35f33776d8501eda5e68844a366f2f46?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a0d0bd5b0f0ca12a265a459b13169dac35f33776d8501eda5e68844a366f2f46?s=96&d=mm&r=g\",\"caption\":\"Newsdesk\"},\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/author\\\/newsdesk\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"LPL Financial Welcomes Tenacity Investment Group - Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/","og_locale":"en_US","og_type":"article","og_title":"LPL Financial Welcomes Tenacity Investment Group - Market Newsdesk","og_description":"SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) 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. \u201cMany of my … Continue reading \"LPL Financial Welcomes Tenacity Investment Group\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/","og_site_name":"Market Newsdesk","article_published_time":"2025-04-15T13:04:51+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL Financial Welcomes Tenacity Investment Group","datePublished":"2025-04-15T13:04:51+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/"},"wordCount":560,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/","name":"LPL Financial Welcomes Tenacity Investment Group - Market Newsdesk","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#primaryimage"},"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=","datePublished":"2025-04-15T13:04:51+00:00","author":{"@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"breadcrumb":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#primaryimage","url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA=","contentUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQyMTM3OCM2ODYzNjI5IzIwMTkxNDA="},{"@type":"BreadcrumbList","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-tenacity-investment-group\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.marketnewsdesk.com\/"},{"@type":"ListItem","position":2,"name":"LPL Financial Welcomes Tenacity Investment Group"}]},{"@type":"WebSite","@id":"https:\/\/www.marketnewsdesk.com\/#website","url":"https:\/\/www.marketnewsdesk.com\/","name":"Market Newsdesk","description":"Latest Business News in Real Time","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.marketnewsdesk.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979","name":"Newsdesk","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/a0d0bd5b0f0ca12a265a459b13169dac35f33776d8501eda5e68844a366f2f46?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/a0d0bd5b0f0ca12a265a459b13169dac35f33776d8501eda5e68844a366f2f46?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/a0d0bd5b0f0ca12a265a459b13169dac35f33776d8501eda5e68844a366f2f46?s=96&d=mm&r=g","caption":"Newsdesk"},"url":"https:\/\/www.marketnewsdesk.com\/index.php\/author\/newsdesk\/"}]}},"_links":{"self":[{"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/posts\/837460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/comments?post=837460"}],"version-history":[{"count":0,"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/posts\/837460\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/media?parent=837460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/categories?post=837460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketnewsdesk.com\/index.php\/wp-json\/wp\/v2\/tags?post=837460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}