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JF

John Joseph Frencho

FORESTVIEW FINANCIAL PARTNERS
Columbus, OH
·CRD# 2829012·29 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Frencho, John J Frencho

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

FORESTVIEW FINANCIAL PARTNERS, LLC·CRD# 286633
RIA
Columbus, OH
April 1, 2021 - Present
KEY INVESTMENT SERVICES LLC·CRD# 136300
BD
Brooklyn, OH
February 4, 2009 - November 3, 2009
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
Columbus, OH
March 7, 2006 - February 15, 2007
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Cincinnati, OH
March 28, 2002 - February 28, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
February 12, 1997 - April 3, 2001

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Current Firm

FF
FORESTVIEW FINANCIAL PARTNERS, LLC

FORESTVIEW FINANCIAL PARTNERS, LLC

CRD#: 286633
Ohio
Registered Investment Advisory firm - Ohio (3/13/2017 Approved)

Contact Information

Main Address

Delaware, OH

Phone Number

(614) 954-1154

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

200

AUM (Assets Under Management)

$66,406,461

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2009About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Mar 1999About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Feb 1997About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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