Legacy Financial Group

What changed

Financial Adviser Brad Jerome of Legacy Financial Group joined LPL from Osaic, reported serving approximately $175 million in advisory, brokerage and retirement plan assets as of year-end 2025.

Reported / discovered

Oct 7, 2026

Effective

Not reported

New role

Financial Adviser

Previous role

Not reported

Market

Burton, MI

Reported book

$175M

Reported team size

7 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.