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John L

Series 66

San Jose, CA

American Investors Company

John Lococo is a financial advisor with American Investors Company, holding a Series 66 designation and 16 years of industry experience. He has been with American Investors Company since 2010 and also operates as a full-time independent insurance agent through First Street Wealth Advisors. American Investors Company provides advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, and 401(k) investment monitoring, combining broker-dealer and SEC-registered advisor functions with multiple revenue streams from advisory and commission-based activities.

Retirement plans for business owners (SEP, solo 401k)
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Christopher L

Series 66

San Jose, CA

American Investors Company

Christopher Lococo is a financial advisor at American Investors Company with 13 years of industry experience. He holds a Series 66 designation and has worked at First Street Wealth Advisors/John E. Lococo since 2018 and at American Investors Company since 2016. Outside of his advisory work, he served at Fremont Aikido for 16 years. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management, financial planning, and retirement advice, operating with a combined broker-dealer and SEC-registered adviser structure.

Retirement plans for business owners (SEP, solo 401k)
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