Jeffrey LockwayCRD Number: 4508763
Current Firm: Usaa Financial Planning Services
Jeffrey Lockway (CRD# 4508763) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Diego, CA and has over 15 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Usaa Financial Advisors, Inc.||San Diego, CA||May 2011 - Current||6|
|Usaa Financial Planning Services||San Diego, CA||May 2011 - Current||6|
|Linsco/private Ledger Corp.||San Diego, CA||Aug 2006 - May 2011||4|
|American Express Financial Advisors||San Diego, CA||May 2003 - Aug 2006||3|
|Ids Life Insurance Company||San Diego, CA||May 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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