Jessica
Bimonte
Lokken Investment Group, LLC
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About this Advisor
Jessica Bimonte is a financial advisor operating out of Lewes, Delaware with a total of 4 years of relevant experience. Bimonte works at Lokken Investment Group, LLC. During their career, Bimonte has held roles at Lokken Investment Group LLC, Leg Up Stables, Millington Stables, Virginia Polytechnic Institute and Lake Bryn Mawr Camp. Bimonte holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Delaware and Maryland. Lokken Investment Group, LLC is a business based in Lewes, DE. The investment advisory business has just five employees. It handles $236 million in assets across its 1,096 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 1,096 customer accounts, 16% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Lokken Investment Group, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Lokken Investment Group, LLC likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lokken Investment Group, LLC Brokerage Details
$235,822,674
5
1,096
$215,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jessica Bimonte Work History
Jessica has been registered as a financial advisor for 4 years.*
Lokken Investment Group LLC
Leg Up Stables
Millington Stables
Lake Bryn Mawr Camp
Virginia Polytechnic Institute
*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 Jessica Bimonte 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 Lokken Investment Group, LLC
Lewes, DE
Lewes, DE
Lewes, DE
Lewes, DE
Lewes, DE
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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