Lester
Hockenbery

Jacksonville Wealth Management

CRD#857052
Investment Advisor
in Jacksonville, FL

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About this Advisor

Lester Hockenbery is a certified financial planner operating in Jacksonville, Florida with a total of 2 years of relevant experience. Hockenbery works at Jacksonville Wealth Management. Their career trajectory has included roles at Independent Planning Service, Sa Stone Wealth Management Inc, Lpl Financial, LLC, Private Advisors Group and Jacksonville Wealth Management, LLC. Hockenbery has a Series 63 license, designating them as a securities representative, and can advise clients in Florida. Jacksonville Wealth Management is an advisory company headquartered in Jacksonville, FL. It oversees $267 million in total assets between its 1,414 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,414 accounts, 37% are held by high-net-worth individuals who have at least $1 million in assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Jacksonville Wealth Management can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

$267,017,540

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

10

FL Average: 62
Total Number of Accounts

1,414

FL Average: 2,474
Average Account Size

$188,838

FL Average: $750,025

Investment Advisory Services

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

Lester Hockenbery Work History

Lester has been registered as a financial advisor for 2 years.*

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

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

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.

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