John G. Foligno

GRAND LIFE FINANCIAL LLC

CEDAR KNOLLS, NJ

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CRD#: 7086559

Professional summary

John Gregory Foligno, who also goes by John Foligno, is a registered financial advisor currently at GRAND LIFE FINANCIAL LLC located in Cedar Knolls, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Foligno

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gregory Foligno'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

October 21, 2022 - Present

GRAND LIFE FINANCIAL LLC

RIA

CRD#: 322132

CEDAR KNOLLS, NJ

Past

April 29, 2021 - October 17, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Flower Mound, TX

Past

April 29, 2019 - January 20, 2021

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

Westwood, NJ

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

Florida
(10/21/2022)

IAR

New Jersey
(7/31/2025)

IAR

Texas
(2/21/2023)

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

IAR

Series 65

Date: 4/22/2019

Uniform Investment Adviser Law Examination

Current Firm

GRAND LIFE FINANCIAL LLC

CRD#: 322132 / SEC#:

Florida

Registered Investment Advisory firm - (10/21/2022 Approved)

New Jersey

Registered Investment Advisory firm - (7/31/2025 Approved)

Texas

Registered Investment Advisory firm - (2/13/2023 Conditional Restricted)

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Contact information

Main Address

Cedar Knolls, NJ

Mailing Address

Phone number

(973) 264-9044

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 3,191,863

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 G. Foligno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gregory Foligno's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND LIFE FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

MODERA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2019

Current Firm

GRAND LIFE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRAND LIFE FINANCIAL LLC

TRUST BUT VERIFY

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