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Aaron B
Series 63, Series 66
Severna Park, MD
LPL Financial
Aaron Burleson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at M&T Securities, Ameriprise, and Truist Investment Services. Burleson is based in Severna Park, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.
Joshua F
CFP®, Series 66
Severna Park, MD
LPL Financial
Joshua Fretz is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial and Tower Wealth Management since 2016. His prior roles include positions at Maryland 529, BB&T Investment Services, and Ameriprise, among others. He operates Tower Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Jenny L
CFP®, Series 66
Severna Park, MD
LPL Financial
Jenny Logsdon is a CFP® with 25 years of experience in the financial services industry. She is currently with LPL Financial and has held previous roles at M&T Bank, M&T Securities, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. Her experience includes both advisory and investment roles across multiple firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various portfolio strategies and technology tools to support client solutions.
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