Jeffrey
Locke
Awm Capital, LLC
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About this Advisor
Jeffrey Locke is a certified financial planner based out of Phoenix, Arizona. Locke is currently employed by Awm Capital, LLC. Over the course of their career, they have held roles at Minnesota Vikings, Indianapolis Colts, Detroit Lions, San Francisco 49Ers, Alliance Of American Football, Five Oceans Advisors, Five Oceans Advisors LLC, Na and Awm Capital, LLC. Locke maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in California. Awm Capital, LLC is a financial advisory company operating out of Phoenix, AZ. The company has offices in four locations and a total of 21 financial advisors. It controls $531 million in total assets across its 1,626 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,626 client accounts, 46% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors are based on the services provided. Fee types charged by Awm Capital, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Awm Capital, LLC Brokerage Details
$530,893,901
21
1,626
$326,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jeffrey Locke Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Awm Capital, LLC
Five Oceans Advisors
Five Oceans Advisors LLC
Alliance Of American Football
Na
San Francisco 49Ers
Na
Indianapolis Colts
Detroit Lions
Na
Minnesota Vikings
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Locke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Awm Capital, LLC
Phoenix, AZ
Tyler, TX
Phoenix, AZ
Baton Rouge, LA
Los Angeles, CA
Los Angeles, CA
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.