Brentwood, TN 5205 Maryland Way Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,440 offices

Location

5205 Maryland Way, Ste 100

Brentwood TN 37027

Advisors at this office

3

Advisors at this office

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Justin J

ChFC®, Series 66

Brentwood, TN

LPL Financial

Justin Jones is a financial advisor with LPL Financial in Brentwood, TN, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including nine years with Bankers Life Advisory Services and related entities before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Westgate Insurance Group Inc. in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Jonathan W

Series 66

Brentwood, TN

LPL Financial

Jonathan Winkler is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. in various roles spanning from 2015 to 2025. Winkler holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar

Devin R

CFP®, Series 66

Brentwood, TN

LPL Financial

Devin Rohner is a financial advisor with LPL Financial in Brentwood, TN, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. He previously worked at Bankers Life and its affiliated entities from 2008 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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