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John Riley Frazer

IRA Group, Inc.

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About John Riley Frazer

John Riley Frazer is a financial advisor currently registered with IRA Group, Inc. in Georgia and North Carolina. John has been in the industry since 2000 and holds Series 7, 24, and 66 licenses. John is also a Certified Financial Planner and provides financial planning, pension consulting, and educational seminars to individuals and businesses. Prior to joining IRA Group, Inc., John was with SunTrust Investment Services, Inc. and GenSpring Family Offices, LLC. John has a history of working with individuals and families, charitable organizations, and pension and profit-sharing plans. John has over 11 billion dollars in assets under management.

Firm Information

John Frazer is currently registered with IRA Group, Inc.. IRA Group, Inc. is an investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $11 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. IRA Group provides financial planning, pension consulting, educational seminars, and portfolio management services.
IRA Group, Inc.

1230 PEACHTREE STREET NE

ATLANTA, GA 30309

$11.50B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project flat fees

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John Frazer’s Registration & Firm History

GA

04/06/2020 - Present

IRA Group, Inc. (ATLANTA GA)

GA

07/09/2009 - 01/09/2014

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

TN

07/25/2000 - 09/04/2007

SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 08/04/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Riley Frazer.
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