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JBA Wealth Management Group joins LPL Financial

By Lucas High

FORT COLLINS — JBA Wealth Management Group, a Fort Collins-based financial services firm, has joined LPL Financial’s national network of brokers and advisers. The JBA team is made up of eight advisers, including founder Dan Johnson, and has offices in Fort Collins and Scottsbluff, Neb. The firm’s advisers reported that they served approximately $275 million of client brokerage and advisory assets as of Aug. 15, according to an LPL Financial news release. JBA Wealth Management Group joins LPL from Securities America Inc. “We liked that LPL is solely focused on supporting advisors. We saw right away that they are really hands-on,” JBA adviser Melissa Dixon said in a prepared statement. JBA, which is a certified B Corporation, plans to add more advisers as well as increase support to clients interested in socially responsible investing, the release said. “We are committed to supporting our advisors by making investments in the technology, capabilities and resources that help them grow their businesses in the ways that matter most to them,” LPL managing director Rich Steinmeier said in a statement.

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