Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Frazier is a financial advisor with over 20 years of experience in the industry. He is currently a Registered Representative with Osaic Wealth, Inc., and has previously worked with a number of other financial firms. Jonathan has a wide range of experience in financial planning, portfolio management, and pension consulting. He is committed to providing personalized financial guidance to his clients to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/11/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NY
06/11/2020 - 06/24/2024
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
06/11/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/15/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/08/2007 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/15/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WA
06/11/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
TN
06/11/2020 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
FL
06/11/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
AZ
11/08/2007 - 11/09/2016
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
GA
11/08/2007 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
AZ
11/08/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
04/12/2002 - 03/05/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/20/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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