Jef Lockman, CFP®
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 strive to 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 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.
Raymond James is not affiliated with any organizations mentioned.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.