Edward Matthew Lockett

Employer firm

Fwg Investments, LLC CRD 284064

$349M regulatory AUM 211 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 10/2017 → 10/2019
  Edward Jones
  St Louis, MO
• 02/2016 → 02/2017
  Commonwealth Of Kentucky
  Frankfort, KY
• 03/2017 → 10/2017
  Aflac
  Lexington, KY
• 02/2017 → 09/2017
  Commonwealth Schools Of Insurance
  Louisville, KY
• 12/2019 → 06/2021
  Thrivent Investment Management Inc
  Lexington, KY
• 01/2020 → 03/2020
  Thrivent Financial
  Appleton, WI
• 03/2020 → 06/2021
  Thrivent Financial
  Appleton, WI
• 06/2021 → Present
  Family Wealth Group, Llc
  Lexington, KY
• 06/2021 → Present
  Fwg Investments, Llc
  Lexington, KY

Previous Registrations

• 2019-12-23 → 2021-07-14
  Thrivent Investment Management Inc.
  Lexington, KY
  Carmel, IN
• 2017-12-14 → 2019-10-31
  Edward Jones
  Nicholasville, KY
  St Louis, MO
  Nicholasville, KY
  Nicholasville, KY

Other Businesses

KENTUCKY HOUS DISTRICT 39 POSITION: Elected State Representative ADDRESS: 700 Capital Ave, Frankfort KY 40601, United States INVESTMENT RELATED: No NATURE: Elected Official START DATE: 01/04/2021 NUMBER OF HOURS: 80 NO. OF HOURS DURING SECURITIES TRADING HOURS: 40 DESCRIPTION: Represent people in the 39th District by introducing and voting on bills in the KY General Assembly.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-13

Other Names

• Edward M Lockett
• Matt Lockett