Wealth management and investment advice firm Seattle First Asset Management has signed on with LPL Financial, the company announced. Seattle First Asset Management, with $800 million in assets, previously worked with Signator Investors.
The firm was founded in 2012 by Steven Jones, who launched his career with Drexel Burnham Lambert in 1986. Steven worked alongside his father, Floyd, an investment advisor and philanthropist, until his father’s death earlier this year.
The decision to leave Signator was based in a large part on the technology available at LPL, said Jones. “The capabilities that come with having an integrated platform were important features,” he said. “Being able to streamline many processes will create a better experience for our clients.”
Joining Steven in the firm’s transition is operations manager Loren McEwan.