JF
JF

John Sandy Francisco

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is involved in several business activities. He works with The Fortis Agency selling non-variable insurance, runs an e-commerce business selling clothing online, operates under Fortis Wealth Group as a DBA for LPL business, and provides investment advisory services through Fortis Group Advisors. These activities take about a quarter of his time each.

Employment History
Current Registrations
Fortis Group Advisors LLC
November 2020 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2019 - August 2020 · 11 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2019 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
September 2017 - August 2020 · 2 yrs 11 mos
State Registrations3 states
FLNJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.