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Jeremiah Dustin Locascio

Good Life Advisors, LLC

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About Jeremiah Dustin Locascio

Jeremiah Dustin Locascio is a financial advisor with over 10 years of experience in the industry. Jeremiah has a Series 7, Series 63, and Series 65 license, and is registered to provide investment advice in multiple states. Jeremiah is currently an investment advisor representative with Good Life Advisors, LLC and also works with LPL Financial LLC. Jeremiah is focused on helping clients develop a financial plan that meets their needs.

Firm Information

Jeremiah Locascio is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Planning subscription fee

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Jeremiah Locascio’s Registration & Firm History

PA

10/20/2021 - Present

Good Life Advisors, LLC (READING PA)

PA

07/11/2011 - 10/19/2021

CADARET, GRANT & CO., INC. (BLANDON PA)

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Licenses & Designations

IA

Issued 06/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremiah Dustin Locascio.
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