LPL Financial said on October 27, 2026, that Alabama financial advisor Matt Griggs had joined its broker-dealer and registered investment advisor platforms from Edward Jones. Griggs reported serving approximately $160 million in advisory, brokerage and retirement plan assets.
Key Takeaways
- The asset figure is an estimate based on information provided to LPL from the end of 2025.
- Griggs said he chose LPL partly for greater flexibility over his practice and pricing.
LPL Financial adds Griggs Investment Group
Griggs is based in Eufaula, Alabama, and serves individuals and families across generations. His clients include people in the agricultural community and government employees navigating workplace retirement plan distributions.
He is supported by client service associate Cheryl Pitts. Griggs Investment Group and LPL Financial are separate entities.
Flexibility behind the move
Griggs said the move would give him more freedom to shape his business and make decisions for clients. He pointed to flexibility over his practice and its pricing as reasons for choosing LPL.
The approximately $160 million figure represents assets Griggs reported serving, based on asset and holding details provided to LPL from the end of 2025. The announcement did not specify how much of those assets had transferred to LPL.
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