Lester
Hockenbery

Jacksonville Wealth Management

CRD#857052
Investment Advisor
in Jacksonville, FL

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About this Advisor

Lester Hockenbery is a financial advisor based in Jacksonville, Florida, working with Jacksonville Wealth Management. Lester has previously held positions at Independent Planning Service, Sa Stone Wealth Management Inc, Lpl Financial, LLC, Private Advisors Group, and Jacksonville Wealth Management, LLC. Lester has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Lester is part of Jacksonville Wealth Management, which operates out of Jacksonville, Florida. The firm has 1 office and 10 employees. The firm manages assets totaling $340.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Jacksonville Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8075 Gate Parkway West Suite #101
Jacksonville, FL 32216

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Jacksonville Wealth Management Brokerage Details

Total Assets Under Management

$340,152,972

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

1,600

FL Average: 2,474
Average Account Size

$212,596

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lester Hockenbery Work History

2021 - Present (3 years)

Jacksonville Wealth Management, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2017 - 2021 (4 years)

Private Advisors Group

2011 - 2017 (6 years)

Sa Stone Wealth Management Inc

1988 - 2017 (29 years)

Independent Planning Service

Disclosures

Please visit the SEC profile of Lester Hockenbery 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 Jacksonville Wealth Management

Nicholas Pinelli
Jacksonville, FL
Daniel Ciez
Jacksonville, FL
Christopher Cox
Jacksonville, FL
Richard Erickson
Brentwood, TN
Lester Hockenbery
Jacksonville, FL

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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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.

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