Jessicka Lockwood, FPQP™, ABFP™

Operations Specialist

Jessicka joined Ballentine Capital Advisors to provide back-office support and operational efficiency to the team. On the Operations Specialist Team, she is responsible for monitoring client account activity, ongoing account maintenance, and compliance support. Jessicka joins the Ballentine family all the way from south Mississippi where she earned a bachelor’s degree in Human Resource Development from Jackson State University. In the 7 years she has worked in the industry, Jessicka has also earned her Financial Paraplanner Qualified Professional™ or FPQP™ and Accredited Behavioral Finance Professional™ ABFP™ designations. Jessicka enjoys the outdoors (summer is her favorite time of year), exploring new cities, and spending time with friends and family.

Professional Designations

  • Financial Paraplanner Qualified Professional™ (FPQP™)
  • Accredited Behavioral Finance Professional™ (ABFP™)