Jon Lockmiller
Senior Vice President at Pinnacle Asset Management, Inc. and Financial Consultant with Raymond James
- Role
- Senior Vice President at Pinnacle Asset Management
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Jon Lockmiller
Bring your investment and financial planning needs to me, and together we\'ll develop a plan designed to meet your goals. I offer my clients more than 17 years of financial services experience, and have earned the professional designation Chartered Retirement Planning Counselor. I follow a disciplined process of assessing my clients\' financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: • Financial Planning • Investment Management • Risk Management • Retirement Planning • Legacy & Estate Strategies • Planning for Major Purchases • Managing Debt • Education & College Planning • Regular Portfolio Re-balancing I am a native of Tullahoma, TN and a graduate of Middle Tennessee State University with a Bachelor\'s degree in Business Administration and a Master\'s of Business Administration degree.
Experience
Senior Vice President
Oct 2017 — Present · Nashville, TN
Pinnacle Financial Partners, Pinnacle Asset Management and Pinnacle Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC, and are not insured by the FDIC or any other governmental agency, not deposits or other obligations of the bank, not guaranteed by the bank, subject to risk and may lose value.For important disclosure information, please see \'Social Media Disclosure\' link in the \'Contact Info\' Section: Investments & Wealth Institute™ (The Institute) is the owner of the certification marks \"CIMA,\" and \"Certified Investment Management Analyst.\" Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Education
Tullahoma High School
High School
1990 — 1994
Middle Tennessee State University
Master of Business Administration (M.B.A.)
1994 — 2000
Skills
- Financial Analysis
- Financial Planning
- Investment Advice
- Risk Analysis
- Estate Strategies
- Investment Management
- Retirement Planning
- Wealth Transfer
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