LPL Brings In $275 Million Firm Shoreline Private Wealth Management

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LPL Financial announced that Jason Mochi of Shoreline Private Wealth Management, a firm managing approximately $275 million in assets, has joined its broker-dealer and Registered Investment Advisor platform. Mochi, with over 30 years of experience, specializes in serving high-net-worth individuals and chose LPL for its scale, platform strength, and support for a client-first service model. This move allows Shoreline Private Wealth Management to enhance its independent and personalized client experience with LPL’s comprehensive resources.

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