Broker Check

Our Broker-Dealer

Who is LPL Financial?

At AJH Wealth Management, our team of advisors are supported by LPL Financial, one of the leading financial services companies, and the largest independent broker/dealer in the nation*. LPL Financial serves as a partner to our advisors, helping us better serve our clients. Through our partnership with LPL Financial, we have access to a wide range of operational and custodian services, industry-leading technology and trade clearing services, and market research. LPL Financial aims to reduce the complexity of running our firm so we can focus less on the many business details and more on our clients and helping them with their needs. For more information about LPL Financial, please visit

Why LPL Financial?

Our advisors have aligned with LPL Financial because we share a common belief: that independence is key when it comes to managing clients’ assets. At AJH Wealth Management, our sole focus is on serving our clients and acting in their best interests. With the support of LPL Financial, we have the freedom to provide objective investment advice and objective recommendations. We do not have any quotas to meet, and we are not tied to proprietary products. We only create strategies that we believe appropriately align with a client’s individual needs.

*As reported in Financial Planning magazine June 1996-2015, based on total revenues.


LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions. The LPL Research Midyear Outlook 2019 provides updated views of current fundamentals that should persist as shorter-term concerns fade and emphasizes four primary pillars for fundamental investing – policy, the economy, fixed income, and equities. As headlines change, look to these pillars and the LPL Research Midyear Outlook 2019 to help provide perspective on what really matters.


Please see the full Midyear Outlook 2019 publication for additional description and disclosure.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The economic forecasts set forth in this material may not develop as predicted.

Investing involves risks including possible loss of principal.  No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.  All indexes are unmanaged and cannot be invested into directly.

All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.

Gross Domestic Product (GDP) is the monetary value of all the finished goods and services produced within a country’s borders in a specific time period, though GDP is usually calculated on an annual basis.  It includes all of private and public consumption, government outlays, investments and exports less imports that occur within a defined territory.

Yield Curve is a line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but differing maturity dates.  The most frequently reported yield curve compares the three-month, two-year, five-year and 30-year U.S. Treasury debt.  This yield curve is used as a benchmark for other debt in the market, such as mortgage rates or bank lending rates.  The curve is also used to predict changes in economic output and growth.

The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

This research material has been prepared by LPL Financial LLC.