AdvisorOS Directory
Claim Profile
Unclaimed Profile
JH

Jeremiah Warren Harston

LOCKSHIELD PARTNERS, INC.·GLASGOW, Kentucky
Clean recordLOCKSHIELD PARTNERS, INC.
301 SOUTH BROADWAY, GLASGOW, KY 42141CRD# 5863764Firm CRD# 175433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremiah Warren Harston · GLASGOW, KY
Registration
CRD #5863764 · LOCKSHIELD PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeremiah Warren Harston is a registered financial advisor based in GLASGOW, Kentucky, affiliated with LOCKSHIELD PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jeremiah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremiah is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LOCKSHIELD PARTNERS, INC.
LOCKSHIELD PARTNERS, INC.
AUM
$201M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LOCKSHIELD PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5863764
Firm CRD# 175433
View on FINRA BrokerCheck →

Looking for a financial advisor in GLASGOW?

Browse all registered financial advisors in GLASGOW, Kentucky or claim this profile if it's yours.

Browse GLASGOW AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeremiah Warren Harston offer?
Jeremiah Warren Harston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLASGOW, Kentucky for a consultation.
What are Jeremiah Warren Harston's credentials?
Jeremiah Warren Harston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremiah Warren Harston located?
Jeremiah Warren Harston is based in GLASGOW, Kentucky, working with LOCKSHIELD PARTNERS, INC.. Their office serves clients in the GLASGOW metropolitan area and surrounding communities.
How does Jeremiah Warren Harston charge for services?
Jeremiah Warren Harston's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCKSHIELD PARTNERS, INC.?
LOCKSHIELD PARTNERS, INC. has approximately 7 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LOCKSHIELD PARTNERS, INC.

Daniel Joseph Klein
GLASGOW, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Request removal of this profile