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Jack Edward Franceschina

Captrust

Bethlehem, PA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-21
  • PA RA
    APPROVED
    Since 2023-03-21

Branch Locations

60 W Broad Street Suite 300, Bethlehem, PA 18018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Earleville MD 06/2020 02/2023
Bohemia Manor High School Chesapeake City MD 08/2013 06/2017
Maria's Italian Restaurant Chesapeake City MD 06/2017 08/2019
Messiah College Mechanicsburg PA 08/2017 05/2020
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2023 Present
  • 06/2020 → 02/2023
    Mcadam
    Earleville, MD
  • 08/2013 → 06/2017
    Bohemia Manor High School
    Chesapeake City, MD
  • 06/2017 → 08/2019
    Maria's Italian Restaurant
    Chesapeake City, MD
  • 08/2017 → 05/2020
    Messiah College
    Mechanicsburg, PA
  • 03/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2020-10-14 → 2023-02-16
    Mcadam Llc
    Radnor, PA
    Earleville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-14
  • S65 Uniform Investment Adviser Law Examination
    2020-09-14

View on SEC IAPD

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KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

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