John F. Lococo
Estate Planning Specialist
    
   
JohnL@FirstSIA.com

408-295-1195 ext: 226

  • Pensions
  • Life/Health Insurance
  • Annuities
  • Disability income


John co-founded First Street Insurance Agency (as Beckman & Lococo Insurance Services) in 1960, setting the standard for providing highest quality, fully independent advice and service to families and individuals in the greater Bay Area. Meeting the changing needs with new and innovative solutions has always been a priority to the family run agency under John’s leadership.

John has received numerous awards for his volunteer leadership in many community not-for-profit organizations, focusing mainly in the areas of affordable housing and services to the disabled. In addition, he has served as the Stated Clerk of the Presbytery of San Jose (comprised of 43 churches located in 5 counties) since 1977.

 

**Judy Lococo, CLU
Chartered Life Underwriter

    
    
Judy@FirstSIA.com
408-295-1195 ext: 236
*For Securities Related Correspondence
*JLococo@AICRep.com

  • Life/Health Insurance
  • Annuities
  • IRA, 401(k), Simple IRA
  • Disability income
  • Long term care & California Partnership LTC
  • Variable products
  • Series 6 - NASD
  • Series 7 – FINRA General Securities License
  • Series 63 – Uniform State Exam
  • Series 66 – Uniform Combined State Law


Judy has been active in insurance sales and development since 1971 and is an Owner/Partner of First Street Insurance Agency. Known as an expert in Long-Term Care Protection, she specializes in educating individuals and groups concerning retirement planning and lifestyle protection.

She has served in leadership roles in numerous community boards, including Habitat for Humanity, Northern California Presbyterian Homes and Services, Family & Children Services (formerly Adult & Child Guidance Center), and POAMN (Presbyterian Older Adult Ministries Network).

Agency Insurance License # 0728067


 
Linda Lococo
Health Benefits Specialist

    
    
Linda@FirstSIA.com
408-295-1195 ext: 222

  • Group Health Insurance
  • Group Dental Insurance
  • Group Vision Insurance
  • Group Life Insurance
  • Group Disability Insurance


Since 1977 Linda has specialized in individual and group medical benefits. She is an expert in structuring
medical benefit programs that meet your unique requirements. Focused on reducing and eliminating the
confusion surrounding group benefits; Linda’s knowledge about benefit plans, Medicare and related
supplemental programs has made her an indispensable resource for clients.
In addition to her professional work, Linda serves as Chair of the Advancement Committee and
Vice-President for the Board of Girl Scouts in Santa Clara County.

 

**John E. Lococo

    
  
JEL@FirstSIA.com
408-295-1195 ext: 238 OR
408-205-6922 Cell
*For Securities Related Correspondence
JEL@AICrep.com

  • Life/Health Insurance
  • Annuities
  • Disability income
  • Long term care & California Partnership LTC
  • Retirement Planning


John has over 30 years of experience in the areas of business development, management and design.

People work with John because he produces significant solutions addressing their business and personal financial concerns for the “Financial Contingencies of Life” by providing a process that brings clarity to their goals, aligns them with opportunities that will best fit those goals and working with them to see those opportunities to fruition.
The benefit is the satisfaction and “Peace of Mind” people have from knowing they are truly protected regardless of the contingency.

Active in his local and regional church community, John enjoys serving in a variety of ways including policy management, mission outreach and financial management.

**John Lococo & Judy Lococo are registered representatives and an investment advisory affiliates with American Investors Company, Member FINRA/SIPC, Registered Investment Advisor, and, as a result of that association, may offer securities and advisory services to her clients. American Investors Company, John Lococo and Judy Lococo are licensed in California and may only transact business in that state.

You can learn more about the FINRA at www.finra.org

If you do not reside in California, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state. Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus.

For our Broker Dealer Business Continuity Plan visit www.americaninvestorsco.com