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Jeremiah Warren Harston

LOCKSHIELD PARTNERS, INC.·GLASGOW, Kentucky
SIE, Series 6, Series 7, Series 63, Series 65Clean record15 years registeredLOCKSHIELD 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. · 15 years registered
Brand Profile
Not yet started
01

Career History

LOCKSHIELD PARTNERS, INC.
May 2015 – present
LPL FINANCIAL LLC
Jul 2011 – May 2015
GLASGOW, KY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · July 29, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LOCKSHIELD PARTNERS, INC.
CRD 175433 · SEC 801-116877
AUM
$201M
Regulatory assets under management
Employees
7
968 client accounts
Services offered by LOCKSHIELD PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LOCKSHIELD PARTNERS, INC. →
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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.
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Other Advisors at LOCKSHIELD PARTNERS, INC.

Daniel Joseph Klein
GLASGOW, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in KentuckyNational Fee Analysis
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