Jon Franco has been an investment adviser representative at Chelsea Advisory Services since March 2019, and is not listed among the firm’s executive officers or direct owners. Jon Franco studied Baruch College at City University of New York.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
Jon Franco is Owner/President of J Franco Wealth Management, based in Staten Island, New York. He is an Investment Advisor and Senior Principal with over 20 years of experience in financial services.
- – present · 7 yearsBrooklyn, NY · Adviser representative · Firm CRD 150791
Investment adviser representative registrations
Jon Franco is registered as an investment adviser representative in 3 states. The first approvals date from March 2019; the most recent is California, in April 2022.
- CaliforniaSince 8 April 2022
- New JerseySince 14 March 2019
- New YorkSince 20 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 March 2015 |
| Series 24 | General Securities Principal Examination | 7 May 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 July 1996 |
| Series 7 | General Securities Representative Examination | 20 July 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Paul Franco
- CRD
- 2636691
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Brooklyn, NY
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- chfs.com
Where does Jon Franco work?
Jon Franco is an investment adviser representative registered through Chelsea Advisory Services, Inc since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jon Franco a financial advisor?
Yes. Jon Franco has a current investment-adviser registration in California, New Jersey and New York, through Chelsea Advisory Services since March 2019.
How many years of experience does Jon Franco have?
Jon Franco has 27 years in the financial industry, since February 1999, across 1 adviser firm.
What exams has Jon Franco passed?
Jon Franco has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in July 1996. FINRA credited Jon Franco with the SIE, which began in October 2018.
Where is Jon Franco based?
Jon Franco’s registered office is in Brooklyn, NY.
Is Jon Franco registered with FINRA?
Yes. Jon Franco has a current broker registration, under CRD 2636691.
Source: FINRA BrokerCheck
How can I verify Jon Franco’s record?
Search CRD 2636691 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jon Franco’s full registration record.