JL
JL
Jonathan Lococo
9 Years of Experience
Boston, MA
1 DisclosureBroker
Jonathan Lococo is a registered investment advisor at Charles Schwab & CO., INC., based in Boston, MA, with 9 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
127 Congress Street, Floor 01, Boston, MA, 02110-2511
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2025Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
March 2026 - Present · 7 mos
Charles Schwab & CO., INC.Broker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2016 - December 2025 · 9 yrs 1 mo
State Registrations19 states
CACOCTFLKYMAMDMENCNHNJNYOHRITNVAVTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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