Jon Lockmiller
Senior Vice President at Pinnacle Asset Management
Based in Nashville, United States
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Seniority
Vp
Department
General Business & Management
Location
Nashville
Industry
Financial Services
Company size
23
Contact information
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j•••••••@pinnacle-amc.co.th
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Background
About Jon Lockmiller
Bring your investment and financial planning needs to me, and together we'll develop a plan designed to meet your goals. I offer my clients more than 17 years of financial services experience, and have earned the professional designation Chartered Retirement Planning Counselor. I follow a disciplined process of assessing my clients' financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: • Financial Planning • Investment Management • Risk Management • Retirement Planning • Legacy & Estate Strategies • Planning for Major Purchases • Managing Debt • Education & College Planning • Regular Portfolio Re-balancing I am a native of Tullahoma, TN and a graduate of Middle Tennessee State University with a Bachelor's degree in Business Administration and a Master's of Business Administration degree.
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