Jonathan Lokken, CIMA®
Managing Principal & Owner
Lokken Investment Group is owned by Jonathan Lokken, CIMA® Managing Principal. Jon has been professionally managing client investments since 1997. Prior to starting Lokken Investment Group in 2008, Jon was Vice President and Branch Manager for Merrill Lynch in Rehoboth Beach, Delaware, from 1998 to 2008.
In 2004, Jon attended the University of Pennsylvania’s Wharton School program for the Investment Management Consultants Association and subsequently earned the Certified Investment Management Analyst (CIMA®) designation. This credential requires continuing education on a biannual basis to remain in good standing. Additional information can be found at www.imca.org.
Jon is a 1983 graduate of Carleton College in Northfield, Minnesota. He and his wife, Karlyn, have lived in Sussex County, Delaware, for over 25 years with their three daughters, Hannah, Jessica and Claire. Jon is active in the community, having served on the boards of Sussex County Habitat for Humanity and Peoples Place. He is a proud supporter of the Lewes Library, the Lewes Chamber of Commerce and the greater Lewes community.
Sean Merlonghi, APMA®
Vice President & Financial Advisor
Sean Merlonghi, APMA® is Vice President and Financial Advisor for Lokken Investment Group. Sean brings extensive experience in financial planning with a high level of understanding in economics and technical applications of investment management. Sean holds the Accredited Portfolio Management Advisor (APMA®) designation. APMA® designees demonstrate an expert level of knowledge in portfolio construction and management, client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, and investor psychology.
Sean is a 2011 graduate of Goldey-Beacom in Wilmington, DE with a Bachelor of Science degree in Business Management and a minor in Finance. Sean holds the Series 7 and Series 66 licenses. Sean welcomes your calls at (302) 645-6650 or email smerlonghi@lokkeninvest.com.
Sean lives in Lewes, DE with his family and enjoys being outside, playing guitar, surfing, and hiking.
Carrie Ruark
Chief Compliance Officer
Carrie Ruark, Lokken Investment Group’s Chief Compliance Officer and Registered Investment Advisor Representative, has over 20 years of experience in the brokerage industry. Prior to joining Lokken Investment Group, Carrie was a Registered Client Associate and then Office Manager at Merrill Lynch’s Rehoboth Beach location.
As Chief Compliance Officer, Carrie ensures compliance with the Securities Industry rules and regulations as well as works to help protect investors and market integrity.
Carrie welcomes your calls and is always ready to assist clients with a variety of account needs. Carrie enjoys reading, gardening, and bike riding with her daughters. She lives in Rehoboth Beach, Delaware.
Jessica Bimonte
Portfolio Administrator
Jessica Bimonte is a Registered Investment Adviser Representative who joined Lokken Investment Group, LLC in September 2018. She is a graduate of Virginia Tech where she obtained her Bachelor of Science degree in Animal and Poultry Sciences.
Jessica supports the operations team as the Portfolio Administrator, where she works in the daily operations of client transactions, processing of new accounts, maintaining client relations and coordinating client and marketing events.
When Jessica is not at work, she can be found in the garden, at the barn, or with her dogs. She is a strong advocate for supporting local businesses and enjoys participating in charitable events.