• Jef Lockman, CFP®

    Financial Advisor

With over 20 years in the financial services industry, Jef has firsthand experience navigating multiple investment cycles while helping families and individuals pursue their financial goals. This experience is leveraged daily as he crafts tailored financial strategies that align with clients’ unique needs and situations. Loyal and consistent, Jef enjoys utilizing his knowledge to help others live their best lives.

Jef has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. 

Before joining Raymond James, Jef was a financial advisor with Wells Fargo Advisors. He holds a Bachelor of Science from Clemson University.

A firm believer in the importance of supporting one’s local community, Jef actively participates in many civic and charitable organizations. He has served in many leadership capacities, such as commander of the Lake Hartwell Sail & Power Squadron, president of the Greenville Breakfast Rotary, and as a shepherd within his church. In 1996, he was recognized in Greenville Business Magazine in their “Best and Brightest 35 and Under” issue.*

In his spare time, Jef enjoys golfing, hunting, fishing, boating and cycling. He is a member of Team Harper of Riding with Purpose and QDMA.

Jef’s wife, Angela, is a Greenville native and graduate of Furman University. They live in Williamston with their two wonderful children, Moore and Anna Kate.

*Greenville’s “Best & Brightest 35 and Under” are recognized by Greenville Business Magazine. The awards were created to honor Greenville’s young leaders for accomplishment in their careers and commitment to making a difference in the community. Honorees are selected through a thorough nomination process.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.