Jon
Franco
Chelsea Advisory Services, Inc
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About this Advisor
Jon Franco is a financial advisor based in Brooklyn, New York, working with Chelsea Advisory Services, Inc. Jon has previously held a position at Chelsea Financial Services. Jon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New Jersey, and New York. Currently, Jon is part of Chelsea Advisory Services, Inc, which operates out of Brooklyn, New York. The firm has 18 offices and 19 employees. The firm manages assets totaling $101.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Chelsea Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chelsea Advisory Services, Inc Brokerage Details
$101,001,903
19
444
$227,482
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jon Franco Work History
Chelsea Financial Services
Disclosures
Please visit the SEC profile of Jon Franco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chelsea Advisory Services, Inc
Staten Island, NY
Brooklyn, NY
Staten Island, NY
Lady Lake, FL
Holmdel, NJ
North Hills, NY
Lake Charles, LA
Staten Island, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
