01/27/2026
So proud of our team!
NORTON FINANCIAL RECOGNIZED AS A DISTINGUISHED FINANCIAL ADVISORY FIRM BY LPL FINANCIAL
CARROLLTON, GA — January 27, 2026 — Jason Norton, financial advisor and CEO of Norton Financial, has been named to LPL Financial’s 2025 Masters Club Program, an honor reserved for the top 4% of the firm’s advisors nationwide. The recognition reflects Norton Financial’s continued growth and commitment to delivering comprehensive wealth management services to clients across the United States, including investment management, retirement planning, tax planning, and charitable giving strategies.
“In an increasingly complex financial environment, clients need more than advice—they need a trusted partner,” said Norton. “This recognition reflects our focus on pairing deep expertise with exceptional service to help clients turn plans into progress.”
“On behalf of the entire LPL team, I’m proud to celebrate Jason and his team for this outstanding achievement,” said Peter Vincent, executive vice president and head of client success for LPL’s advisor channels. “Norton Financial continues to raise the bar, empowering clients to transform aspirations into tangible outcomes and driving meaningful impact.”
Norton Financial has partnered with LPL Financial—one of the fastest-growing firms in wealth management—for more than 15 years.
Achievement is based on 2025 production among LPL-affiliated investment programs only. Securities are offered through LPL Financial, Member FINRA/SIPC. Norton Financial, Inc, is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC, is a separate entity from LPL Financial.