We’ve built a one-of-a-kind online tool that enables you to quickly and confidently secure multiple offers from top BDs all while remaining 100% anonymous.
Having options means you can compare and contrast BD's, ultimately finding the best fit for you and your career path. You'll have multiple offers in as little as 2 business days.
We've built deep relationships with all the top national and regional BD's. The one's your clients know. The one's you trust. The one's that are interested in your success.
Getting offers used to be a real leap of faith. At 3xEquity, we've removed the risk. We protect your identity, keeping you 100% anonymous until you decide the time is right. You control the conversation.
We’ve built deep relationships with all the top national and regional BD’s.
The one’s your clients know, the one’s you trust, the one’s that are interested in your success.
Changing broker dealers can feel like adding another full-time job to your plate. Let us handle all the heavy lifting, keeping everything organized and on-schedule.
Does anyone remember the recruiting pause about five years ago associated with the possible move to a fiduciary standard industry-wide? Feels like ancient history, doesn’t it? Yes, yes it does. Fast forward a half decade or so and what does the landscape look like now? Client assets have more than doubled over that timeframe; meaning […]
It’s been a big year for LPL on the recruiting front. Despite a recruiting slowdown across the industry in the first half of the year that saw the lowest levels since the credit crisis, LPL has seemingly climbed to the top, especially in their efforts to get talent from Securities America Inc. In the first […]
It’s no secret that the financial service industry is constantly evolving with new trends, new technology, and new niches constantly popping up. While staying current with the latest and greatest can be easier said than done at times, it’s necessary to try and stay competitive—if not one step ahead. The CFA Institute has recently established […]
Founder & CEO
6-time Ironman Triathlon World Championship Qualified, 25 time Ironman finisher, Jeff has 30+ years of experience in the wealth management space and is a Barron's Top Advisor.
Well-known and respected by leaders at top regional and national firms, Jeff uses a "coach 'em up" style to empower advisors whether they are looking to change broker dealers or simply grow their practice.
Founder & CIO
Chris helped launch 3xEquity from its inception and has been directly involved in every aspect as CIO, including building the valuation methodologies and constructing the 3xEquity transition offer process.
Chris has also been a financial advisor and in the industry for over 26 years, which has given him invaluable experience and understanding of what it is like to walk in an advisor’s shoes.
Senior Analyst
Lisa quarterbacks our candidate process, coordinating meetings and offers, always ensuring a confidential client experience that financial advisors trust. Additionally, Lisa helps advisors fully understand their options, whether it’s transitioning, selling or buying a practice.
A high-school XCountry coach, Lisa understands how to get max effort from people. You'll be glad she's on your team.
You can’t grow what you don’t measure, that’s why getting a valuation is such an important next step for your practice. Whether you are looking towards succession planning, a merger/acquisition, or simply setting a baseline, 3xEquity has the tools to deliver a meaningful and actionable valuation.
We are proud to introduce our new mobile app for Apple IOS and Android. Easily access 3xEquity insights, events, and news plus communicate directly and discretely with our team about your transition.
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.
