Before founding BRJ Wealth Management in the Fall of 2022, Brandon co-developed an independent wealth management firm at LPL Financial from inception. Within 6 years, the practice grew into the top 7% of the 19,000 advisors nationwide at LPL. While at this firm, Brandon created holistic strategies to meet the financial goals of over 200 clients. He also led the investment management team which was responsible for $185 million.
On-Demand Event
Featuring
Brandon Juodikis, CFP®
BRJ WEALTH MANAGEMENT
Sarah Ponder, CFP®, MBA
REAL ESTATE WEALTH PLANNING