Jeffrey Lockamon (CRD# 6875345) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Roanoke Rapids, NC and has over 6 years of experience in the finance industry.
CRD# 6152043
Edward Jones
CRD# 1597688
Park Avenue Securities LLC
CRD# 4121346
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Dec 2017 - Current | 6 |
| Modern Woodmen Of America | Rock Island, IL | Aug 2017 - Current | 6 |
| University Of North Carolina Wilmington | Wilmington, NC | Aug 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- NC
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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