Joshua Grogan Leaves Edward Jones to Join Private Advisor Group of LPL Financial in Mt. Juliet, Tennessee

MT. JULIET, TN — Winthrop & Co. is proud to formally announce that Joshua Grogan has launched his independent practice with Private Advisor Group, one of the largest firms supporting independent advisors on the LPL Financial platform, one of the nation's leading independent broker-dealers.

Joshua joined Edward Jones in 2017 and built his practice serving clients in Nashville and Middle Tennessee. With his move to independence, he continues serving those relationships from Mt. Juliet with an expanded set of tools: open-architecture investments, independent technology, and the freedom to run the practice as his own business.

The structure he chose reflects a path many former branch advisors take: full ownership of the client relationships, with the infrastructure, compliance support, and scale of an established group behind him. Private Advisor Group provides that supporting layer while LPL Financial, the nation's largest independent broker-dealer, provides the platform underneath it.

Winthrop & Co. worked with Joshua from his first confidential conversation through his launch, helping evaluate the options across channels and execute the transition. As with every placement, the process was run quietly, on his timeline, and at no cost to him.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.