Advisor move
Legacy Financial Group
Osaic → LPL Financial
What changed
Financial Adviser Brad Jerome of Legacy Financial Group joined LPL from Osaic, reported serving approximately $175 million in advisory, brokerage and retirement plan assets as of year-end 2025.
- Reported / discovered
- Oct 7, 2026
- Effective
- Not reported
- New role
- Financial Adviser
- Previous role
- Not reported
- Market
- Burton, MI
- Reported book
- $175M
- Reported team size
- 7 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER ↗Oct 7, 2026 · Reporting
InvestmentNews ↗Oct 8, 2026 · Reporting
Private Wealth Daily ↗Oct 8, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
4 observations consolidated into one event.
Oct 9, 2026Source evidence reconciled
Oct 8, 2026Source evidence reconciled
Oct 8, 2026Source evidence reconciled