John J. Frencho

FORESTVIEW FINANCIAL PARTNERS

Columbus, OH

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CRD#: 2829012

Professional summary

John Joseph Frencho, who also goes by Jack Frencho, John J Frencho, is a registered financial advisor currently at FORESTVIEW FINANCIAL PARTNERS, LLC located in Columbus, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 5 firms and has passed the Series 63, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Frencho | John J Frencho

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jack is a (non-owner) employee of Par Golf of Columbus (5863 Sawmill Rd., Dublin, OH 43017) as a sales associate. It is not investment related. He works about 20 hours a week, 2-3 days a week. His duties are to help customers choose the best golf equipment for their game and needs. He has worked there since August 2020. Some of this work is conducted during securities trading hours, but this doesn't interfere with his duties for Forestview Financial Partners due to the type of work he performs for the RIA firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Frencho's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2021 - Present

FORESTVIEW FINANCIAL PARTNERS, LLC

RIA

CRD#: 286633

Columbus, OH

Past

February 4, 2009 - November 3, 2009

KEY INVESTMENT SERVICES LLC

CRD#: 136300

BROOKLYN, OH

Past

March 7, 2006 - February 15, 2007

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

COLUMBUS, OH

Past

March 28, 2002 - February 28, 2006

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

February 12, 1997 - April 3, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/28/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/25/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/1997

General Securities Representative Examination

Current Firm

FORESTVIEW FINANCIAL PARTNERS, LLC

CRD#: 286633 / SEC#:

Ohio

Registered Investment Advisory firm - (3/13/2017 Approved)

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Contact information

Main Address

Delaware, OH

Mailing Address

Phone number

(614) 954-1154

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 55,174,476

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John J. Frencho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Frencho's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESTVIEW FINANCIAL PARTNERS, LLC

KEY INVESTMENT SERVICES LLC

KEYBANC CAPITAL MARKETS INC.

FIFTH THIRD SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 5/28/2009

Series 66

Date: 3/25/1999

Series 7

Date: 2/10/1997

Current Firm

FORESTVIEW FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORESTVIEW FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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