Jonathan Lockmiller
Jonathan Lockmiller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2307 Crestmoor Road, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works as a financial advisor for Pinnacle Bank/Pinnacle Asset Management, dedicating about half of his time. He also works as a financial advisor for The Oakley Group, dedicating about a quarter of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations31 states
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