# Jeffrey Franco

> Jeffrey Franco is a fee-only financial advisor at JV Global Capital in Houston, Texas. Jeffrey focuses on retirement planning. JV Global Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-franco/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JV Global Capital
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $23.1M across 30 accounts
- **Specialties:** Retirement planning
- **Works with:** Founders, Executives
- **CRD:** 7999779 (https://adviserinfo.sec.gov/individual/summary/7999779)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jvglobalcap.com

## Frequently asked questions

### Is Jeffrey Franco a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and JV Global Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, JV Global Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Franco based?

Jeffrey Franco is based in Houston, Texas.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning. Jeffrey works with founders and executives.

### Is Jeffrey Franco registered with the SEC?

Yes. Jeffrey Franco is registered as an investment adviser representative in TX (CRD 7999779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JV Global Capital manage?

JV Global Capital reports $23.1M across 30 accounts in assets under management.

### How do I contact Jeffrey Franco?

Through Jeffrey's website, www.jvglobalcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7999779): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jvglobalcap.com/advise/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.