Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Frame is a financial advisor currently registered with Great Point Advisors, LLC, a firm based in Chicago, IL. Jonathan has been working in the financial services industry since 2003. Jonathan currently provides financial planning and portfolio management services to individuals. Previously, Jonathan was associated with IGM Brokerage, OneAmerica Securities, Inc., 1717 Capital Management Company, Nationwide Securities, Inc., 1st Global Capital Corp., Wells Fargo Investments, LLC, and H.D. Vest Investment Services.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
AZ
03/28/2024 - Present
Great Point Advisors, LLC (San Tan Valley AZ)
NC
03/25/2024 - 07/29/2024
IGM BROKERAGE (RALEIGH NC)
IN
02/02/2010 - 06/06/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
DE
02/21/2006 - 05/06/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
02/21/2006 - 05/06/2008
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
TX
05/10/2004 - 02/11/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
CA
12/19/2003 - 05/07/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
12/09/2000 - 12/16/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 02/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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