Jack
Franceschina
Captrust
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About this Advisor
Jack Franceschina is a financial advisor based in Bethlehem, Pennsylvania, working with Captrust. Jack has previously held positions at Mcadam, Bohemia Manor High School, Maria's Italian Restaurant, Messiah College, Millington Seafood, and Capfinancial Partners LLC (Captrust). Jack has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jack is part of Captrust, which operates out of Bethlehem, Pennsylvania. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jack Franceschina Work History
Capfinancial Partners LLC (Captrust)
Mcadam
Maria'S Italian Restaurant
Messiah College
Millington Seafood
Bohemia Manor High School
Disclosures
Please visit the SEC profile of Jack Franceschina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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