Financial ADVSR advisor directory · SEC adviser records
American Investors Company financial advisors in San Jose, CA
Every SEC-registered investment adviser representative at a American Investors Company office in San Jose, A to Z.
The short answer
3 registered advisors work at American Investors Company in San Jose, out of 27 at the firm nationwide; it ranks number 40 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
American Investors Company advisors in San Jose, A to Z
Every American Investors Company advisor →- John I. KesslerCertified Financial Planner · Also a broker rep
- Christopher J. LococoAlso a broker rep
- John E. LococoAlso a broker rep
American Investors Company advisors in every city and state →American Investors Company: assets, clients and custodians →Advisor Moves: who changed firms this week →
American Investors Company advisors in other cities
San Ramon, CA 8Lafayette, CA 3Walnut Creek, CA 2Auburn, CA 1Danville, CA 1Dublin, CA 1Healdsburg, CA 1Los Banos, CA 1Modesto, CA 1Monterey, CA 1Oakland, CA 1Pleasanton, CA 1San Rafael, CA 1Santa Rosa, CA 1
Other firms in San Jose
All San Jose advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18
Questions
How many financial advisors does American Investors Company have in San Jose?
3 investment adviser representatives are registered at American Investors Company offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 27 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is American Investors Company one of the largest advisor employers in San Jose?
American Investors Company ranks number 40 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a American Investors Company advisor in San Jose?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the American Investors Company office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.