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Press ReleaseFiled December 10, 20251 min read

Jordan L. Smith, CFP® Leaves Edward Jones to Join Financial Advocacy Network of LPL Financial

Financial advisor Jordan L. Smith has transitioned from Edward Jones to join the Financial Advocacy Network, an independent advisory group affiliated with LPL Financial, after more than six years with his previous firm.

Filed by Winthrop & Co.

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ROCKVILLE, MD — Winthrop & Co. announces that Jordan L. Smith, CFP® has officially joined the Financial Advocacy Network, an independent advisory group affiliated with LPL Financial.

After more than six years at Edward Jones, Jordan transitioned to independence to gain greater control over his practice and expand available services and solutions for clients. His move reflects a broader trend among planning-first advisors seeking more freedom to deliver advice rooted in personalization rather than product constraints.

Jordan specializes in assisting business owners, mid-career professionals, and retirees with strategies involving legacy planning, retirement income, and asset protection. Based in Rockville, Maryland, he now delivers holistic, values-aligned advice supported by LPL Financial and the Financial Advocacy Network infrastructure.

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December 10, 2025

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