John
Lococo

American Investors Company

CRD#5645603
Investment Advisor
in San Jose, CA

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About this Advisor

John Lococo is a financial advisor operating in San Jose, California with a total of 13 years of industry experience. Lococo currently works for American Investors Company. During their career, Lococo has held roles at American Investors Company, First Street Insurance, Coordinated Solutions and First Street Wealth Advisors. Lococo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. American Investors Company is an advisory company headquartered in San Ramon, CA. It has offices in 15 locations and a total of 39 advisors. It administers $598 million in total assets between its 1,915 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises five charities and foundations. Of its 1,915 client accounts, 20% are held by high-net-worth investors who have greater than $1 million in assets available to invest. American Investors Company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by American Investors Company likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2635 N. First Street, Suite 230
San Jose, CA 95134

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American Investors Company Brokerage Details

Total Assets Under Management

$598,152,492

CA Average: $7,578,581,321
Total Number of Employees

39

CA Average: 43
Total Number of Accounts

1,915

CA Average: 3,727
Average Account Size

$312,351

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Lococo Work History

John has been registered as a financial advisor for 13 years.*

2018 - Present (6 years)

First Street Wealth Advisors

2010 - Present (14 years)

American Investors Company

2010 - Present (14 years)

American Investors Company

2010 - 2016 (6 years)

Coordinated Solutions

2001 - 2018 (17 years)

First Street Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Lococo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Investors Co

Emmanuel Comes
San Ramon, CA
Eric Loofbourrow
San Ramon, CA
Andrew Haupt
Pleasanton, CA
Christopher Lococo
San Jose, CA
Brett Williams
Pleasanton, CA
Frankel Delossantos
Long Beach, CA
John Lococo
San Jose, CA
William Guthreau
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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