AWM logo
AWM logo
AWM logo
Family OfficeOur TeamWealth PhilosophyInvestment PhilosophyResourcesPodcasts
Get in touch
AWM Wealth Portal
Wealth management system
Schwab Login
Access your investment portfolio
323-940-1339info@awmcap.com
Phoenix, AZ
League
NFL
MLB
PGA
100-Year Family
Career Stage
NIL
Draft
Debut
Rookie Contract
Arbitration
Free Agency
Retirement
Family Office Services
View all
Investing
Tax
Philanthropy
Privacy and protection
Risk management
Family coaching
Life Events
View all
Starting your career
Getting married
Having children
Buying real estate
Retirement
No results found.
More results
Client login
AWM Wealth Portal
Wealth management system
Schwab Login
Access your investment portfolio
Get in touch
A quick note about Schwab
IMPORTANT NOTICE (Required Click-Through Disclosure)
You are now leaving the “AWM Capital” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with “AWM Capital” or any advisor(s) whose name(s) appears on this Website. “AWM Capital” is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “AWM Capital” under which Schwab provides “AWM Capital” with services related to your account. Schwab does not review the “AWM Capital” Website, and makes no representation regarding the content of the Website. The information contained in the “AWM Capital” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Continue to Schwab
Private Wealth Advisor
Private Wealth Advisor, CFP®

Jeff Locke

Jeff is currently a Wealth Strategist and CERTIFIED FINANCIAL PLANNER™ (CFP®) at AWM Capital, where he specializes in creating and executing financial plans for affluent clients.

Get in touchLearn more
UCLA
Follow on
NFL Players' Podcast
Instagram
@jefflocke9
LinkedIn
@jefflocke9
X
@jefflocke9
Get in touch

About Jeff

Jeff is a Wealth Strategist and a CERTIFIED FINANCIAL PLANNER™ (CFP®) at AWM Capital. Prior to joining AWM Capital he spent 3 years as an advisor for an RIA, specializing in creating and executing financial plans for the firm’s most affluent clients.

His passion for financial education and literacy began as a college athlete at UCLA through an extended internship with the National College Players Association. He also helped his teammates with cash flow management, helping them proactively plan for their monthly income and expenses. After spending NFL off-seasons interning at a venture capital and investment management firm, Jeff gave financial education presentations to the NFL rookie groups for each of the teams he played on.J

eff and his partner Makela reside in Calabasas, CA with their two dogs. Jeff loves hiking, golfing, reading books across various genres, and cheering on his former UCLA and NFL teammates on Sunday.

He is also a board member and mentor of the 3rd Decade, a non-profit that provides financial education and conflict-free financial mentoring for young adults.

Sports bio

Jeff played in the NFL for 5 seasons. He was drafted in the 5th round of the NFL draft by the Minnesota Vikings, playing there for 4 seasons before continuing his career with the Colts, Lions, and 49ers.

Prior to his time in the NFL, Jeff was a 4-year starter as a punter and kickoff specialist at UCLA. He was a team captain, 1st-Team all PAC-12, and semi-finalist for Ray Guy award given to the top collegiate punter. As a high school senior, Jeff was the #1 ranked punter in nation. Jeff still holds the Arizona high school state record for longest field goal (63 yards) and is a inaguaral member of his High School's Hall of Fame.

Education & credentials

  • UCLA: B.A. Economics
  • UCLA: Certificate of Personal Financial Planning

More from [First Name]

View all
NFL
Business management

The Athlete CEO: How NFL Players Build and Realize Their Worth

Riccardo Stewart joins Zach “The Truth” Miller, Sam “The Mayor” Acho, and Jeff “The Professor” Locke to draw up the playbook behind becoming the CEO of your own career as an NFL player.
June 16, 2025
NFL
Investing

The 3 I’s: The Foundation of Exceptional Family Office Advice

Independent, integrated, individualized—the three pillars of elite financial guidance for athletes, ensuring sophisticated, fully client-focused strategies for multi-generational results.
June 2, 2025
NFL
Investing

The 3 I's of Financial Advice: Independent, Integrated, Individualized

In this episode of the AWM NFL Podcast, host Riccardo Stewart is joined by Sam Acho, Zach Miller, and Jeff Locke to break down “The Three I’s” of athlete financial strategy: independent, integrated, and individualized advice.
May 26, 2025
Family OfficeOur TeamWealth PhilosophyInvestment PhilosophyResourcesPodcasts
Get in touch
AWM Wealth Portal
Wealth management system
Schwab Login
Access your investment portfolio
323-940-1339info@awmcap.com
Phoenix, AZ
League
NFL
MLB
PGA
100-Year Family
Career Stage
NIL
Draft
Debut
Rookie Contract
Arbitration
Free Agency
Retirement
Family Office Services
View all
Investing
Tax
Philanthropy
Privacy and protection
Risk management
Family coaching
Life Events
View all
Starting your career
Getting married
Having children
Buying real estate
Retirement
Get in touch
A quick note about Schwab
IMPORTANT NOTICE (Required Click-Through Disclosure)
You are now leaving the “AWM Capital” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with “AWM Capital” or any advisor(s) whose name(s) appears on this Website. “AWM Capital” is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “AWM Capital” under which Schwab provides “AWM Capital” with services related to your account. Schwab does not review the “AWM Capital” Website, and makes no representation regarding the content of the Website. The information contained in the “AWM Capital” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Continue to Schwab
Join our newsletter.

The athlete family office.

5227 N 7th St STE 18036 Phoenix, AZ 85014

By subscribing you agree to with our Privacy Policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
AWM
Family OfficeWealth PhilosophyClient LoginGet in touch
Resources
ArticlesPodcasts
MLB Draft Podcast
Athlete CEO
PGA Players' Podcast
AWM Insights Podcast
MLB Players' Podcast
100-Year Family Podcast
NFL Players' Podcast
League
NFLMLBPGA100-Year Family
Career Stage
View all
NIL
Draft
Debut
Rookie Contract
Arbitration
Free Agency
Retirement
Life Events
View all
Starting your career
Getting married
Having children
Buying real estate
Retirement
Services
View all
Investing
Tax
Philanthropy
Privacy and protection
Risk management
Family coaching
Venture capital
League benefits
Financial planning
Benefits consulting
Investment advisory
Insurance and benefits
Cash management
Career transition
Retirement planning
Tax compliance and planning
Roth IRA
Real estate advisory
401(k)
Travel and relocation
Estate planning and wealth transfer
Education planning
Family financial support
Bill pay
Business management
Bookkeeping and payroll
Luxury purchase advisory
© 2025 AWM Capital. All rights reserved.
DisclosuresBusiness ContinuityPrivacyForm ADV Part 2AFORM ADV PART 3 (FORM CRS)Site by Snapmarket
Reported data current as of September 26, 2024. All images of people on this page are of employees or stock photos. No compensation was provided for any implied testimonial or endorsement. There are no material conflicts of interest. For stock photos it is not known if these persons are familiar with AWM or would endorse our services.