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Jeffrey Clay Lockamon

MWA Financial Services Inc.

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About Jeffrey Clay Lockamon

Jeffrey Clay Lockamon is a registered investment advisor representative with MWA Financial Services Inc., based in Wilmington, NC. Jeffrey has been in the industry since 2018 and has experience in a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeffrey holds Series 6, 7TO, and 66 licenses. Jeffrey has served clients of various types, including high-net-worth individuals, corporations, and charitable organizations. Jeffrey has a strong commitment to helping clients achieve their financial goals and has a reputation for providing personalized and professional service.

Firm Information

Jeffrey Lockamon is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Lockamon’s Registration & Firm History

NC

07/20/2020 - Present

MWA Financial Services Inc. (Wilmington NC)

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Licenses & Designations

BOTH

Issued 07/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Clay Lockamon.
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