Jonathan
Loc
Archer Investment Corporation
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Carmel, IN
Barrington, IL
Woodland Hills, CA
Carmel, IN
Rosemead, CA
Carmel, IN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
