Office Staff

Jon Locklear, CFP®, CAP®

VP, Wealth Advisor
(813) 872-1376

Locations Served

Experience 

Jon brings more than 15 years of experience in financial services.

Education & Certificates

  • University of Florida, B.A.
  • CERTIFIED FINANCIAL PLANNERTM Practitioner
  • Chartered Advisor in Philanthropy

Involvement

First Priority of Tampa Bay, Chairman

Getting To Know Jon

Jon is an ordained minister, and active in the church he formerly pastored on Davis Islands. He enjoys fishing, sailing, golf and UF Football. He and his wife, Jennifer, are the parents of three beautiful daughters.