Jef Lockman
First Vice President-Investments Financial Advisor with Harvest Wealth Advisory of Raymond James
- Role
- First Vice President, Investments at Raymond James
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Jef Lockman
I have over twenty years\' experience as a Financial Advisor. During this time, I have…
Experience
First Vice President, Investments
Apr 2017 — Present · Greenville, SC, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Skills
- Investments
- Finance
- Inter-Generational Wealth Planning
- Mutual Funds
- Retirement
- Distribution Planning
- Retirement Planning
- Estate Planning Strategies
- Financial Guidance
- Managing Retirement Income
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.