Press Releases
April 2025
Joe Gaudio of JAG Financial Recognized as One of LPL Financial's Top Financial Advisors
Vancouver, WA — April 2025 – JAG Financial recently announced that Joe Gaudio has been recognized with inclusion in LPL Financial’s Masters Club Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. It is more important than ever that Americans have an experienced financial partner by their side who understands their unique needs and can help them create and follow a plan for their future.
Gaudio serves clients based in Vancouver, WA, providing comprehensive wealth management services, including: investment and account management, financial management, and insurance.
“On behalf of the entire team at LPL, I am thrilled to congratulate Joe Gaudio on his outstanding achievements in 2024,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Client Success. “Joe has elevated his business across the Vancouver area, and along with his professional guidance, he has been crucial in empowering his clients to transform their financial dreams into tangible outcomes.”
About JAG Financial
JAG Financial is based in Vancouver, WA and provides clients with personalized, hands-on services that aim to educate about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com
Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.
LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment adviser representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Achievement is based on annual production among LPL-affiliated investment programs only.
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February 2024
Joe Gaudio honored as one of LPL Financial's Top Performing Financial Advisors
Vancouver, WA — (February 2024) — JAG Financial is pleased to announce that Joe Gaudio was awarded inclusion to LPL Financial's Masters Club for 2024. This elite recognition is presented to less than 9% of LPL advisors nationwide*. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.
“On behalf of the entire team at LPL, I am thrilled to congratulate Joe Gaudio on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, Joe has taken his business to the next level, allowing him to dedicate more time to building meaningful client relationships."
Being among the top financial advisors nationwide is a true testament to JAG Financial's commitment to helping clients achieve their financial goals. We thank our incredible clients for their trust and support as well as the opportunity to serve you.
Joe Gaudio is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About JAG Financial
JAG Financial is based in Vancouver, WA and provides clients with personalized, hands-on services that aim to educate about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Achievement is based on annual production among LPL-affiliated investment programs only.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment advisor.