Jonathan
Lokken
Lokken Investment Group, LLC
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About this Advisor
Jonathan Lokken is a financial advisor based in Lewes, Delaware, working with Lokken Investment Group, LLC. Jonathan has previously held positions at Wells Fargo Advisors Financial Network LLC and Lokken Investment Group, LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Texas. Currently, Jonathan is part of Lokken Investment Group, LLC, which operates out of Lewes, Delaware. The firm has one office and five employees. The firm manages assets totaling $301.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars. The fee structure at Lokken Investment Group, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lokken Investment Group, LLC Brokerage Details
$301,878,367
5
1,231
$245,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops
Jonathan Lokken Work History
Lokken Investment Group, LLC
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Jonathan Lokken 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
Lewes, DE
The content in this profile was updated by SmartAsset on 6/19/2024. 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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