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Lester Edgar Hockenbery

Jacksonville Wealth Management

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About Lester Edgar Hockenbery

Lester Edgar Hockenbery is a financial advisor with over 40 years of experience in the financial services industry. He is a Certified Financial Planner™ and holds licenses in various states. Lester Edgar Hockenbery is currently registered with Jacksonville Wealth Management and has held previous positions at SA Stone Wealth Management, Securities America, Inc., Royal Alliance Associates, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Lester Edgar Hockenbery specializes in providing financial planning and portfolio management services to individuals and corporations. He is committed to helping clients achieve their financial goals.

Firm Information

Lester Hockenbery is currently registered with Jacksonville Wealth Management. Jacksonville Wealth Management is a registered investment advisor based in Jacksonville, FL. The firm manages approximately $434.6 million in assets for 1,841 clients. They provide financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. The firm has four licensed agents and investment advisor representatives.
Jacksonville Wealth Management

8075 GATE PARKWAY WEST

JACKSONVILLE, FL 32216

$434.64M

Assets Under Management

Not reported

Total Clients

4

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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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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Lester Hockenbery’s Registration & Firm History

FL

03/30/2021 - Present

Jacksonville Wealth Management (JACKSONVILLE FL)

FL

07/08/2011 - 11/28/2017

SA STONE WEALTH MANAGEMENT INC. (JACKSONVILLE FL)

FL

01/19/1990 - 08/05/2011

SECURITIES AMERICA, INC. (PONTE VEDRA BEACH FL)

AZ

11/19/1989 - 01/30/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

09/20/1978 - 12/12/1989

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/20/1978 - 12/12/1989

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

11/20/1989 - 12/11/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

07/21/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

09/20/1978 - 12/24/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

BC

Issued 08/29/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 09/12/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lester Edgar Hockenbery.
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