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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ryan Locke is a financial advisor with AWM Capital, LLC. Jeffrey is registered as an Investment Advisor Representative in California and Texas. Jeffrey has been in the industry for over 10 years and is a Certified Financial Planner. Jeffrey's firm offers financial planning services to individuals, businesses, and investment companies. AWM Capital, LLC is a firm with offices in Los Angeles, California and Phoenix, Arizona. The firm manages over $860 million in assets. Jeffrey is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/19/2023 - Present
AWM Capital, LLC (Los Angeles CA)
IA
Issued 03/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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