Jon Lockmiller

Jon Lockmiller

Jon Lockmiller
Financial Advisor, RJFS | SVP, Pinnacle Asset Management


2307 Crestmoor Drive
Nashville, TN 37215
Phone: 615.743.8998
Email

Jon brings 23 years of experience in the financial services industry when serving individuals, retirees, families, sole proprietors, corporations and foundations as a financial advisor. He is a part of The Oakley Group.

As a Chartered Retirement Planning CounselorSM, Jon follows a disciplined process of assessing clients’ needs and goals and developing comprehensive strategies designed to meet those needs. He focuses on financial planning, retirement planning, investment management, risk management, and equity and fixed income strategies.

Jon earned both his bachelor’s degree in business administration and his MBA from Middle Tennessee State University. He went on to earn his CRPC® designation from the College for Financial Planning and has served as first vice president and financial consultant at SunTrust Investment Services, Inc.

Originally from Sikeston, Missouri, Jon moved several times during his childhood, eventually settling in Tullahoma, Tennessee, with his family. He currently resides in Franklin, Tennessee, with his wife, Lori, and their two sons, Nicholas and Robert. 

A member of Brentwood Baptist Church, Jon takes part in various fundraising events for St. Jude Children’s Hospital. He is an avid golfer and enjoys traveling to charity golf tournaments around the country.  He likes to spend his spare time coaching his sons in golf, baseball, & football.

Learn more about The Oakley Group on their website. Check the background of this investment professional on FINRA's BrokerCheck.

 

 

Raymond James is not affiliated with the above organizations.

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Check the background of these investment professionals on FINRA's Broker Check.

All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

Not FDIC insured Not bank guaranteed Subject to risk and may lose value
Not guaranteed by any government agency Not a bank deposit

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers. 

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