LPL Financial Services

LPL Financial Services is the nation’s largest independent broker-dealer, a top RIA custodian, and a leading independent consultant for retirement plans. The company partners with more than 13,000 financial advisors and approximately 700 financial institutions.

In November of 2012, LPL called on Jorgensen to provide facilities management services. Jorgensen now provides a full spectrum of facility management services and was selected from a field of competitors based on its ability to provide the tactical delivery of facilities management service, strategic planning, and operational insight to strengthen the LPL real estate asset base, meet LPL future facility needs, and allow LPL to focus on its core competencies of creating personal, long-term client relationships.

Jorgensen’s responsibilities at the time focused on six locations in the San Diego area and two in Charlotte, North Carolina, retaining existing LPL facilities maintenance technician staff, hiring new staff to fill a previously open position, and transitioning LPL subcontractor and vendor services applying the efficiencies of scale based on the firm’s national reach.

In 2013 and 2014, Jorgensen assumed operations and maintenance responsibilities for LPL’s newly- constructed San Diego tower. The 415,000 SF building housing 1,900 employees was completed early in 2014 and constructed to LEED platinum certification. The tower gained national recognition as the largest net-zero (carbon neutral) office building in the nation.

In early 2015, Jorgensen was awarded a contract for scheduled recurring and on-call maintenance services, as well as vendor management, for LPL’s Fortigent subsidiary located in Rockville, Maryland. The 40,000 SF Class-A office building exhibits high service levels and requires rapid response time for its on-call services. Also beginning in 2015, Jorgensen senior divisional facilities managers were asked to join LPL’s planning and design team for a new LPL corporate campus located in Fort Mill, South Carolina in order to provide input into the design from a facilities management perspective. To-date Jorgensen’s team members have identified some $2 million in cost savings and avoidance that includes the re-purposing of a newly installed emergency generator currently located in LPL’s Charlotte location.

Jorgensen continues to receive accolades from LPL’s senior management with respect to the responsiveness and the quality of the services we provide, and from the innovative solutions that our managers bring to the customer.