Jonathan Todd Locklear

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-12-01

FL RA
APPROVED

Since 2016-12-01

Branch Locations

601 Bayshore Blvd Ste 960, Tampa, FL 33606 • United States

202 N. Franklin Street,, Tampa, FL 33602 • United States

900 S. Fort Harrison Ave, Clearwater, FL 33756 • United States

1858 Ringling Blvd., Sarasota, FL 34236 • United States

1217 Oakfield Drive, Brandon, FL 33511 • United States

13868 N. Dale Mabry, Tampa, FL 33618 • United States

4355 Henderson Blvd, Tampa, FL 33629 • United States

10980 S. Belcher Road, Largo, FL 33777 • United States

4600 West Cypress Street Suite 100, Tampa, FL 33607 • United States

509 W Alexander St, Plant City, FL 33563 • United States

900 S. Fort Harrison Ave, Clearwater, FL 33756 • United States

10650 Boardwalk Loop, Lakewood Ranch, FL 34202 • United States

200 Central Ave, St Petersburg, FL 33701 • United States

4400 N Armenia Ave, Tampa, FL 33603 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
South Tampa Fellowship	Tampa	FL	05/2012	09/2016
Lpl Financial	Tampa	FL	09/2016	Present
The Bank Of Tampa	Tampa	FL	09/2016	Present

05/2012 → 09/2016

South Tampa Fellowship

Tampa, FL
09/2016 → Present

Lpl Financial

Tampa, FL
09/2016 → Present

The Bank Of Tampa

Tampa, FL

Previous Registrations

2012-12-07 → 2013-09-26

International Assets Investment Management, Llc

Orlando, FL
2011-11-07 → 2013-04-24

Nepsis, Inc.

Tampa, FL

Minneapolis, MN
2010-03-04 → 2011-03-16

Pacific West Financial Consultants Inc

Tampa, FL
2005-04-18 → 2009-10-29

Colonial Asset Management Inc

Montgomery, AL

Palm Harbor, FL

Tampa, FL

St Petersburg, FL
2003-12-04 → 2005-03-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tampa, FL
1999-07-02 → 2003-11-13

Raymond James & Associates, Inc.

St. Petersburg, FL

Other Businesses

1) 10/15/2016 - BT Wealth Advisors - DBA for LPL Business (entity for LPL business) -

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-12-11
S66	Uniform Combined State Law Examination	2003-01-17

S63 Uniform Securities Agent State Law Examination

2024-12-11
S66 Uniform Combined State Law Examination

2003-01-17

Designations

Certified Financial Planner

Other Names

Jonathon Todd Locklear
Jonathon Todd Locklear

View on SEC IAPD