Wealth Management | Investments

Responsive, Timely advice

Responsive to market conditions with timely advice and guidance to help build your wealth and security.

In-Person or Virtual Appointments

Appointments in the New York Metro area can be in-person or virtual, either at your office, home or at our office in Staten Island, NYC.

Experienced Professional

Over 20 years of experience in Financial Services, specializing in Wealth Management | Wealth Building & Retirement Planning. Owner/President Franco Advisory Services.

financial services the way it should be:

No proprietary products and no minimum production requirements

We don't have any pressure to sell certain financial products or securities. Also, we don't have any pressure from management to meet sales quotas or minimums.

This allows us to have only your best interests in mind, not ours.

Stocks & Bonds

Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.


Options are financial contracts that give the buyer the right to buy or sell the underlying asset at a stated price within a specified period.

Mutual Funds

A mutual fund is a type of financial product that's made up of a pool of money collected from many investors to invest in securities like stocks or bonds.


A certificate of deposit (CD) is a savings account that holds a fixed amount of money for a fixed period of time, earning a fixed amount of interest.


An annuity is a long-term investment issued by an insurance company. Annuities are designed to help protect you from the risk of outliving your income.

Municipal Bonds

Municipal bonds are debt securities issued by states, cities, counties & other governmental entities to fund day-to-day obligations and capital projects such as building schools or highways.


Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.

and more!

Ask us about these and any other financial investment products. We'd be happy to help you navigate the markets and diversify your investment instruments.


expert Advisor. Amazing Neighbor.

Jon is not only well-versed and ultra-experienced in Wealth Building & Investment Strategies, Jon is also very connected to his community.
Jon Franco Photo on the Beach

Jon Franco

Owner/President of J Franco Wealth Management

Investment Advisor & Senior Principal

With over 20 years of experience in Financial Services, Jon is an experienced Business Owner with a demonstrated history of excellence in the financial services industry. Skilled in Portfolio Management, Wealth Management, Wealth Building, Financial Planning, Securities, Asset Management, and Retirement Planning. Jon Franco graduated from Baruch College, City University of New York (CUNY).



Find out how our client-focused, "No Proprietary Products" and "No Minimum Production Requirements" features benefit our Investors and Clients.

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Experience + knowledge IS CRITICAL, but...

Strategy is the key

Maximum growth investing takes STRATEGY. Strategy is the key for applying experience and knowledge to make your money work hard for you. Build wealth and financial security for retirement. Plan for education. Create a business investment opportunity --- for whatever financial goals you may have.

Tailoring and Targeting every single aspect of your portfolio of investments is the best strategy to help you meet your short- and long-term financial goals.

Investment Advisor & Securitities Principal

Jon Franco

call to inquire or for a free consultation:

$ 0 B+
Assets Managed By Hilltop Securities, Our Clearing Partner
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Chelsea Advisors/Reps
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Years of Service
States & Territories


Trusted by thousands of clients & Licensed in 51 U.s. States & Territories

Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.

news, articles & Events

latest happenings

Find out the latest news from the world of finance and the latest happenings regarding Jon Franco/Franco Advisory Services and Chelsea Financial Services, jwealthmanagement.com's Broker-Dealer for Securities and Investments.

contact us

get in touch & reach us

phone number

Office telephone : 718-554-0054
or 516-960-1718

We serve

Brooklyn, NY
Staten Island, NY
and the NYC Metro Area