Jon Lockmiller

Jon Lockmiller

Jon Lockmiller
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 with 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.

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

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

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

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 independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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