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Jonathan Lawrence Lokken

LOKKEN INVESTMENT GROUP, LLC·LEWES, Delaware
Unclaimed Profile
1413 SAVANNAH ROAD,, LEWES, DE 19958CRD# 2956806Firm CRD# 283696
01

About

Jonathan Lawrence Lokken is a registered financial advisor based in LEWES, Delaware, affiliated with LOKKEN INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LOKKEN INVESTMENT GROUP, LLC
LOKKEN INVESTMENT GROUP, LLC
AUM
$302M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LOKKEN INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2956806
Firm CRD# 283696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Lawrence Lokken offer?
Jonathan Lawrence Lokken specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEWES, Delaware for a consultation.
What are Jonathan Lawrence Lokken's credentials?
Jonathan Lawrence Lokken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Lawrence Lokken located?
Jonathan Lawrence Lokken is based in LEWES, Delaware, working with LOKKEN INVESTMENT GROUP, LLC. Their office serves clients in the LEWES metropolitan area and surrounding communities.
How does Jonathan Lawrence Lokken charge for services?
Jonathan Lawrence Lokken's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOKKEN INVESTMENT GROUP, LLC?
LOKKEN INVESTMENT GROUP, LLC has approximately 5 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEWES
Andrew Metz — METZ CAPITAL MANAGEMENT LLCCarrie Mae Ruark — LOKKEN INVESTMENT GROUP, LLCAnuraag Paul Hooda — PIGGY BANKEvan Thomsen — SPHINX INVESTMENTS LLCThomas Karl Metz — METZ CAPITAL MANAGEMENT LLC
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)NEWARK (21)HOCKESSIN (12)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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