Jeremiah Harston
Lockshield Partners · Glasgow, Kentucky
Jeremiah Harston is a fee-only financial advisor at Lockshield Partners in Glasgow, Kentucky. Jeremiah charges a percentage of assets and an ongoing planning fee (1.1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Lockshield Partners |
|---|---|
| Based in | Glasgow, Kentucky |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed |
| Assets under management | $290.6M across 1,717 accounts |
| SEC registration | Investment adviser representative in KY · CRD 5863764 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lockshieldpartners.com |
How Jeremiah's firm compares
- Lockshield Partners's average account is about $169,000, from its Form ADV (assets managed divided by 1,717 accounts).
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Questions about Jeremiah
Is Jeremiah Harston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremiah holds no broker registration, and Lockshield Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremiah charge for financial advice?
Jeremiah charges a percentage of assets and an ongoing planning fee.
How much does Jeremiah charge?
According to Lockshield Partners's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed.
Where is Jeremiah Harston based?
Jeremiah Harston is based in Glasgow, Kentucky.
What does Jeremiah specialize in?
Jeremiah's specialties include retirement planning, estate & legacy planning and tax planning.
Is Jeremiah Harston registered with the SEC?
Yes. Jeremiah Harston is registered as an investment adviser representative in KY (CRD 5863764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lockshield Partners manage?
Lockshield Partners reports $290.6M across 1,717 accounts in assets under management.
How do I contact Jeremiah Harston?
Through Jeremiah's website, www.lockshieldpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lockshield Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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