John Francisco has been an investment adviser representative at Fortis Group Advisors since November 2020, and is not listed among the firm’s executive officers or direct owners.
Fortis Group Advisors LLC is a Westwood, NJ firm with $822M under management, 2,604 clients and 24 advisers across 8 offices, as of its March 2026 filing.
John Francisco’s longest registration is the current one, 5 years at Fortis Group Advisors since 2020. Before joining Fortis Group Advisors in 2020, John Francisco was registered through Fidelity Personal and Workplace Advisors.
- Fortis Group Advisors LLCCurrent– present · 5 yearsHolmdel, NJ · Adviser representative · Firm CRD 290427
- Fidelity Personal and Workplace Advisors– · 2 yearsWestlake, TX · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
John Francisco is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2020; the most recent is Texas, in October 2024.
- New JerseySince 4 November 2020
- TexasResidentSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 January 2018 |
| Series 7 | General Securities Representative Examination | 28 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Sandy Francisco
- CRD
- 6202793
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 101 CRAWFORDS CORNER ROAD, SUITE 4125, Holmdel, NJ 07733
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does John Francisco work?
John Francisco is an investment adviser representative registered through Fortis Group Advisors LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is John Francisco a financial advisor?
Yes. John Francisco has a current investment-adviser registration in New Jersey and Texas, through Fortis Group Advisors since November 2020.
How many years of experience does John Francisco have?
John Francisco has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has John Francisco passed?
John Francisco has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited John Francisco with the SIE, which began in October 2018.
Where did John Francisco work before Fortis Group Advisors?
Before Fortis Group Advisors, John Francisco was registered through Fidelity Personal and Workplace Advisors, July 2018 to August 2020.
Where is John Francisco based?
John Francisco’s registered office is in Holmdel, NJ.
Is John Francisco registered with FINRA?
Yes. John Francisco has a current broker registration, under CRD 6202793.
Source: FINRA BrokerCheck
How can I verify John Francisco’s record?
Search CRD 6202793 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Francisco’s full registration record.
