LPL FOCUS Conference
San Diego Convention Center 111 W Harbor Dr, San Diego, CA, United StatesLPL’s annual flagship advisor conference is a premier industry event that brings together LPL clients, sponsors, and employees to hear from firm executives and other thought leaders, share best practices, and gain valuable insights. The event also showcases the latest resources, technology, and capabilities to build more value and efficiencies.
JFC Dinner during LPL FOCUS Conference
Roy's Restaurant San Diego Waterfront 333 W Harbor Dr., San Diego, CA, United StatesAdvisors are invited to JFC for dinner during LPL's FOCUS Conference in San Diego! RSVP is required here. Contact taylor@jfcadvisor.com for questions.
JFC and J.P. Morgan MWP Lincoln, NE Lunch
Venue Restaurant & Lounge 4111 Pioneer Woods Drive, Lincoln, NE, United StatesNebraska advisors are invited to a lunch and learn discussing the launch of the partnership between JFC Advisor Network and J.P. Morgan Asset Management hosted by Dan Holtkamp, Executive Director with J.P. Morgan Asset Management. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, we will share thoughts on the […]
JFC Next Gen Advisors Virtual Meeting
JFC Next Gen Advisor Group Quarterly Meeting. Please contact Taylor@jfcadvisor.com for questions or interest in joining the group.
JFC 2023 Compliance Requirements Call with LPL Home Office Supervision
With the deadline to complete your 2023 annual compliance requirements fast approaching, please join us for a call with our JFC dedicated Home Office Supervision team on Wednesday, October 4th at 11:00 CST to learn more about these requirements and how to keep your office in compliance. This call will also feature Nancy Weatherup, the […]
JFC New Advisor Compliance Call
New advisors to LPL are invited to join a call with JFC's Home Office Supervision Team to learn how to work through compliance and supervision alerts, where to maintain branch files, and other key things to know as you join the firm. Contact Anne@jfcadvisor.com or Taylor@jfcadvisor.com for questions.
JFC and J.P. Morgan MWP Fort Worth Dinner
Lonesome Dove Fort Worth 2406 N Main St, Fort Worth, TX, United StatesTexas advisors are invited to a dinner discussing the launch of the partnership between JFC Advisor Network and J.P. Morgan Asset Management hosted by Dan Holtkamp, Executive Director with J.P. Morgan Asset Management. Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, we will share thoughts on the current economic […]
JFC Canton, OH Area Meetup
Pro Football Hall of Fame 2121 George Halas Dr. NW, Canton, OH, United StatesJFC has partnered with BlackRock to host an event in Canton, OH at the Pro Football Hall of Fame! Join us from noon to 4pm on Thursday, November 30th for a tour of the facility while networking with JFC and fellow advisors. RSVP to Ryan@jfcadvisor.com or Lisa@jfcadvisor.com
JFC New Advisor Branch Compliance Call
JFC invites new advisors to LPL to join an important WebEx call with our Home Office Supervisors to help understand branch file requirements and LPL’s Compliance Tool. This is an opportunity to learn how to keep your branch files in ClientWorks and work through compliance and supervision alerts. Please contact Taylor@jfcadvisor.com for more info.
JFC and Clark Capital Denver Christmas Party
Punch Bowl Social 65 Broadway, Denver, CO, United StatesAdvisors in the Denver, CO area are invited to meet up with JFC and Mark Manos of Clark Capital for a year-end celebration at Punch Bowl Social. Please RSVP to ryan@jfcadvisor.com.
JFC Chicago Area Super CE
The Glen Club 2901 West Lake Avenue, Glenview, TX, United StatesChicago area advisors are invited to join JFC and our partners at Allianz for an Insurance Super CE meeting. This is an opportunity to earn multiple hours of Insurance CE credit in a crash course setting. Please contact taylor@jfcadvisor.com, lisa@jfcadvisor.com or ryan@jfcadvisor.com for more details.
JFC Dallas-Fort Worth Area Super CE
Calabrese Southlake 1281 E State Hwy 114, Southlake, TX, United StatesTexas advisors are invited to join JFC and our partners at Allianz for an Insurance Super CE meeting. This is an opportunity to earn multiple hours of Insurance CE credit in a crash course setting. Please contact taylor@jfcadvisor.com, lisa@jfcadvisor.com or ryan@jfcadvisor.com for more details.