Jupiter, FL Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

10

Of 22,716 advisors across 10,440 offices

Location

Jupiter FL

Advisors at this office

10

Advisors at this office

user avatar

Gerald L

CFP®, ChFC®, Series 63

Jupiter, FL

LPL Financial

Gerald Long is a CFP® and ChFC® with 35 years of industry experience. He has been with LPL Financial since 2010 and has also been affiliated with RiverSource since 1991. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

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

John G

CFP®, Series 63, Series 65

Jupiter, FL

LPL Financial

John Gurski is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2004. He operates out of Jupiter, FL. Outside of his advisory role, he manages John Gurski, LLC, a tax entity separate from his investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a variety of discretionary and non-discretionary management options supported by research and model portfolios.

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

John M

Series 63, Series 65

Jupiter, FL

LPL Financial

John Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1998. His outside business activities include managing a DBA, McNamara Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

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

Anthony K

Series 63, Series 66

Jupiter, FL

LPL Financial

Anthony Klingseisen is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Equitable Advisors, Axa Advisors, and Questar Asset Management. Outside of his advisory work, he coaches junior varsity football at Jupiter Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

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

Scott F

Series 63

Jupiter, FL

LPL Financial

Scott Fisher is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

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

James C

Series 63, Series 65

Jupiter, FL

LPL Financial

James Craig is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with LPL Financial since 2004. Outside of advisory work, he is involved in marketing non-variable insurance products including long-term care, term life, disability, and health insurance. 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 advisory programs and financial planning services, utilizing model portfolios, research, and various management strategies across discretionary and non-discretionary accounts.

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

David H

CFP®, Series 63, Series 65, Series 66

Jupiter, FL

LPL Financial

David Hudson is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following seven years at Lincoln Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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

Joel J

Series 63, Series 65

Jupiter, FL

LPL Financial

Joel Josephs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 2011 and also worked with Gaines Financial Group for the same period. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating model portfolios, third-party research, and technology-driven solutions across discretionary and non-discretionary management styles.

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

Mark W

Series 66

Jupiter, FL

LPL Financial

Mark White is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial Services, Inc. for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, model portfolios, and retirement plan consulting.

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

Richard C

Series 63, Series 65

Jupiter, FL

LPL Financial

Richard Curley is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2026, he spent 13 years with Cambridge Investment Research Advisors. 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, supported by research and model portfolios.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")