Jonathan
Loc
Archer Investment Corporation
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About this Advisor
Jonathan Loc is a financial advisor who works out of Rosemead, California with 4 years of relevant experience. Loc is on the advisory team at Archer Investment Corporation. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Forte Insurance & Tax Services, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency, Inc, Archer Investment Corporation and Ca Insurance & Tax Services. Loc maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in California. Archer Investment Corporation is a business headquartered in Carmel, IN. The investment advisory business has offices in 84 locations and a total of 87 employees. It handles $603 million in assets between its 3,815 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,815 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Archer Investment Corporation provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jonathan Loc Work History
Jonathan has been registered as a financial advisor for 4 years.*
Archer Investment Corporation
Ca Insurance & Tax Services
Hd Vest Investment Services
Hd Vest Advisory Services
Hd Vest Insurance Agency, Inc
Forte Insurance & Tax Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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 Jonathan Loc 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 Archer Investment Corporation
Barrington, IL
Carmel, IN
Carmel, IN
Carmel, IN
Rosemead, CA
Woodland Hills, CA
Bethesda, MD
Altamonte Springs, FL
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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