Raleigh, NC – June 24, 2016 – Jake Connors, AIF®, CPFA®, Director of Institutional Consulting at Compass Financial Partners, LLC was among the recipients of the prestigious 2016 40 Under 40 Leadership Award from the Triangle Business Journal. The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Five judges from the local business community and the Triangle Business Journal pored over nearly 250 nominations to come up with the final list of 40 winners.
“These winners reflect the entrepreneurial spirit and the economic prowess of the diverse community in which we live and work,” says Triangle Business Journal Publisher Jason Christie. “The Triangle is a better place because of the efforts of these honorees. I’m proud to know that the future of this area is in such good hands.”
In addition to Jake’s work with Plan Sponsors and participants, serving as a co-fiduciary to 401(k) and 403(b) Plans and helping to drive better retirement outcomes for the thousands of employees at his client companies, his service to his community via work with the Me Fine Foundation over the past 4 years was a significant driver of his receiving this honor. Me Fine provides emotional and financial support programs for families with children facing serious and terminal illnesses. Jake has served on the board since 2012, and was voted board chair for 2016. Jake is also active in the Greater Raleigh Chamber of Commerce and with several other local non-profits.
About Compass Financial Partners
We love what we do. WE PAVE THE PATH TO THE FUTURE. A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit www.CompassFP.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016.. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan.
Assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.