Lokken Investment Group, LLC

Lokken Investment Group, LLC (CRD# 283696) is a financial advisory firm headquartered in Lewes, DE. They manage $301,878,367 in 1,231 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $245,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Lokken Investment Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan L. Lokken
CRD#: 2956806
1413 Savannah Road,, Suite 4, Lewes, DE 19958

Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 26 years of experience in the finance industry.

2
Sean D. Merlonghi
CRD#: 6146825
1413 Savannah Road,, Suite 4, Lewes, DE 19958

Sean Merlonghi (CRD# 6146825) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 10 years of experience in the finance industry.

3
Jay C. Middleton
CRD#: 729104
1413 Savannah Road,, Suite 4, Lewes, DE 19958

Jay Middleton (CRD# 729104) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 40 years of experience in the finance industry.

4
Jessica R. Bimonte
CRD#: 7198026
1413 Savannah Road,, Suite 4, Lewes, DE 19958

Jessica Bimonte (CRD# 7198026) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.

5
Carrie M. Ruark
CRD#: 4789329
1413 Savannah Road,, Suite 4, Lewes, DE 19958

Carrie Ruark (CRD# 4789329) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 4 years of experience in the finance industry.

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