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John Edward Lococo

Investment adviser representative at American Investors Co
25 yearsExperience
1 stateRegistered in
$630.7MFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. First Street Wealth AdvisorsJul 2018 to now
  2. American Investors CompanyMar 2010 to now
  3. Coordinated SolutionsFeb 2010 to Nov 2016
  4. First Street InsuranceSep 2001 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (CA).

American Investors Co

Legal name: L.S.Y., Inc

$630.7MAssets managed
766Clients
23Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5645603
Firm CRD
38
Advisor's SEC record (opens in a new tab)
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