Jupiter, FL Alt A1 A So Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,206 offices

Location

2141 Alt A1 A So, Suite 310

Jupiter FL 33477

Advisors at this office

3

Advisors at this office

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Joseph F

Series 66

Jupiter, FL

Commonwealth Financial Network

Joseph Francisco is a financial advisor with Commonwealth Financial Network in Jupiter, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth since 2013 and is also co-owner of Asset Advisory Services, Inc. Outside of his advisory work, he serves as co-owner and vice president of BUB Unlimited, LLC, a company involved in real estate ownership. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew F

Series 66

Jupiter, FL

Commonwealth Financial Network

Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lori C

Series 66

Jupiter, FL

Commonwealth Financial Network

Lori Colclasure is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth Financial Network since 2013 and owns LMC Advisors, which provides general accounting services. Lori also provides divorce planning consulting and sells fixed insurance products through Asset Advisory Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages over $212 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, and advisory support services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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