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Jonathan Nicholas Lococo

Charles Schwab & Co., Inc.

Boston, MA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-03-17
  • ME RA
    APPROVED
    Since 2026-03-17

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Boston MA 07/2016 Present
Charles Schwab Bank Boston MA 11/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-21
  • S66 Uniform Combined State Law Examination
    2016-11-21
Other Names
  • Jonathan Lococo

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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