Jonathan Lokken

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.