James Mrdjenovich has over 20 years of experience in the Wealth Management/Financial Services industry, with a background in investment, retirement, estate, tax, risk, debt, education, and business planning. He obtained a BSBA degree...
Senior Wealth Advisor
More information about Jesse, coming soon!
William Merchad is a CFO Strategist for the LPL Financial Business Strategy Services team.He provides advisors with actionable insights based on financial analysis and strategicplanning to help drive higher practice valuations.Will has...
LPL Registered Administrative Associate
(800) 261-7822 x2801
Client Relationship Manager
James is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. He partners with advisors to provide support on administrative...
LPL Plan Manager
Josh’s financial services career launched in 2016 where he served as a financial planner prior to joining LPL Financial in 2022. Josh received his Bachelor of Finance from the University of Appalachian State, and he currently...