Jordana Rose Lokken
Investment adviser representative at Northrock Partners, LLC
15 yearsExperience
1 stateRegistered in
$12.2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Northrock Partners, LLCFeb 2026 to now
- Ameriprise Financial Services, LLCJun 2021 to Feb 2026
- Cetera Advisor Networks LLCJan 2017 to Jun 2021
- Independent Financial PartnersJul 2016 to Dec 2016
- LPL Financial, LLCMay 2016 to Dec 2016
- Lokken PhotographyNov 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Northrock Partners, LLC
$12.2BAssets managed
4,811Clients
92Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3127253
- Firm CRD
- 167908