Lokken Investment Group, LLC
Jonathan Lokken is an experienced finance professional with a robust career spanning several decades. As the Owner of Lokken Investment Group, LLC since 2008, Jonathan has developed a strong foundation in investment management. In addition, Jonathan serves as a Portfolio Manager for Big Oak Partners Fund, LP since October 2018. Previous experience includes a tenure as Vice President at Merrill Lynch from 1999 to October 2008, where Jonathan held the position of Resident Director and PIA Portfolio Manager, and a role as Financial Advisor at Morgan Stanley from 1997 to 1999. Jonathan holds a Bachelor of Arts degree in Political Science/International Relations from Carleton College, earned between 1979 and 1983.
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Lokken Investment Group, LLC
Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.