John Francisco, financial advisor Holmdel NJ

John Francisco

CRD Number: 6202793
Current Firm: Fortis Group Advisors LLC

John Francisco (CRD# 6202793) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Holmdel, NJ and has over 6 years of experience in the finance industry.

Similar Advisors
Mark Abadir, financial advisor Holmdel NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Similar Advisors
Raymond Abbate, financial advisor Holmdel NJ
Raymond J. Abbate
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Samirah Abdul-Alim, financial advisor Holmdel NJ
Samirah Abdul-Alim
CRD# 1863193
Primerica Advisors
Company Name Location Dates Years
Lpl Financial, LLC Holmdel, NJ Oct 2020 - Current 3
Fortis Group Advisors LLC Holmdel, NJ Aug 2020 - Current 3
Fidelity Brokerage Services LLC Westlake, TX Apr 2016 - Aug 2020 4
Modmarket Southlake, TX Sep 2016 - Dec 2016 < 1
Kyani Dallas, TX Feb 2016 - Aug 2016 < 1
The Five Star Institute Dallas, TX Jan 2016 - Mar 2016 < 1
Titan Factory Direct San Antonio, TX Jun 2015 - Oct 2015 < 1
Titan Factory Direct Odessa, TX Dec 2014 - Jun 2015 < 1
Unemployed Freehold, NJ Aug 2014 - Dec 2014 < 1
Public House Denton, TX Mar 2014 - Aug 2014 < 1
University Of North Texas Denton, TX Aug 2010 - Aug 2014 4
Northwestern Mutual Dallas, TX May 2013 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for John S. Francisco
Phone Number: 201-383-0630
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    783
    MILLIONS
  • Total Number of Accounts
    3,948
    ACCOUNTS
  • Average Account Value
    $198,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, MN, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.