Jonathan
Loc

Archer Investment Corporation

CRD#4201166
Investment Advisor
in Rosemead, CA

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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

Series 63, Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

8942 1/2 Valley Blvd
Rosemead, CA 91770

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

CA Average: $1,347,246,178
Total Number of Employees

87

CA Average: 46
Total Number of Accounts

3,815

CA Average: 1,775
Average Account Size

$158,040

CA Average: $759,012

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.*

2019 - Present (5 years)

Archer Investment Corporation

2017 - Present (7 years)

Ca Insurance & Tax Services

2015 - 2017 (2 years)

Hd Vest Investment Services

2015 - 2017 (2 years)

Hd Vest Advisory Services

2015 - 2017 (2 years)

Hd Vest Insurance Agency, Inc

2013 - 2017 (4 years)

Forte Insurance & Tax Services

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

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

Sanjay Asija
Barrington, IL
Barbara Hollis
Carmel, IN
James Ogan
Carmel, IN
Mason Heyde
Carmel, IN
Jonathan Loc
Rosemead, CA
Gabriel Cena
Woodland Hills, CA
Raj Goenka
Bethesda, MD
Michael Tannenbaum
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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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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