Jeffrey
Locke
Awm Capital, LLC
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About this Advisor
Jeffrey Locke is a financial advisor based in Phoenix, Arizona, working with Awm Capital, LLC. Jeffrey has previously held positions 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. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Jeffrey is part of Awm Capital, LLC, which operates out of Phoenix, Arizona. The firm has 5 offices and 30 employees. The firm manages assets totaling $860.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Awm Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Awm Capital, LLC Brokerage Details
$860,648,664
30
2,463
$349,431
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jeffrey Locke Work History
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
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
Los Angeles, CA
Tyler, TX
Phoenix, AZ
Los Angeles, CA
Phoenix, AZ
Mt. Gilead, OH
Los Angeles, CA
Pasadena, CA
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