Jordana Rose Lokken

Employer firm

Northrock Partners, LLC CRD 167908

$12.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 06/2021
  Lokken Photography
  Littleton, CO
• 05/2016 → 12/2016
  Lpl Financial, Llc
  Englewood, CO
• 07/2016 → 12/2016
  Independent Financial Partners
  Englewood, CO
• 01/2017 → 06/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2021 → 02/2026
  Ameriprise Financial Services, Llc
  Roseville, CA
• 02/2026 → Present
  Northrock Partners, Llc
  Roseville, CA

Previous Registrations

• 2021-06-16 → 2026-02-18
  Ameriprise Financial Services, Llc
  Roseville, CA
  Roseville, CA
• 2017-01-06 → 2020-12-31
  Cetera Advisors Llc
  Centennial, CO
• 2016-07-26 → 2017-01-03
  Independent Financial Partners
  Englewood, CO
• 2014-07-07 → 2016-06-02
  J.P. Morgan Securities Llc
  Highlands Ranch, CO
  Parker, CO
  Greenwood Village, CO
  Englewood, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-05
• S63 Uniform Securities Agent State Law Examination
  1998-11-09

Other Names

• Jordana Lokken Whitefield
• Jordana Lokken
• Jordana Lokken Whitfield
• Jordana Lokken