Dear Clients, Family, and Friends,

For the past six months, between our important financial update meetings and completing your Federal and State tax returns together, I have embarked on a journey to research and create the best possible version of our future together. No stones were left unturned* to ensure those service partners with our firm, to support you, our ideal client, were the best in the business. I have selected LPL Financial to be that partner for our future together.

I am excited to introduce you to the broker and financial services partner which I hand-picked for you. In the future, our financial services partner broker will be LPL Financial.

Jaime Junker Financial Services was founded on one of my core principles: I will always treat my clients the way I treat my friends and family. It is a simple principle built on believing that my clients’ best interest is my best interest. 

Over the years, I have realized that my clients and I share many things in common, but one stands out the most:  What is it?  We are really independent-minded when it comes to making smart choices with our money.  

MY CLIENTS DEMAND THAT WE MAKE INDEPENDENT, SMART CHOICES WITH THEIR MONEY

……………and the financial services company supporting us has to be a leader in independence within the industry and in our support to you to the greatest extent possible.

With our new alliance with LPL, our clients will have:

• An innovative technology, including direct access to real-time account data and simplified statements.
• A wide array of investment choices vetted by LPL Research team—one of the largest and most tenured research groups among independent brokerage firms. Customized advice grounded solely in the needs of my client’s unique financial situation.

Let’s face it, although we are all in a brand new “AI (Artificial Intelligence) World”, our beliefs together are that true financial fundamentals never change. We are independent, but we are not alone.

Through my enhanced due diligence, all of us will now experience superior technology, additional investment capabilities and improved ways to provide the best service possible to you, our ideal clients. We look forward to enhancing our clients’ experience with our new partner LPL and to provide you with continued excellent service.

We thank you for the trust and confidence you have placed in us, and we cherish our relationship with you.

We are excited to be on this journey with you to help you make smart choices with your money!

Sincerely,