Jonathan Frame

Financial advisor at Quincy Wells Advisors, LLC

Last updated 2026-10-10

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Jonathan Frame is a financial advisor at Quincy Wells Advisors, LLC, CRD 3057547. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2003-12-19.

Registration

CRD number
3057547
Registration status
Active
IAPD registration
2003-12-19
Industry Experience
22 years
Work Experience
16 years
States registered
IL

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2009-12 to 2023-06 · American United Life · Queen Creek, AZ
  • 2010-01 to 2023-06 · Oneamerica Securities · Queen Creek, AZ
  • 2023-08 to 2026-03 · Peak Brokerage Services, LLC · Jupiter, FL
  • 2023-07 to Present · Bristal Lane · Indianapolis, IN
  • 2024-03 to 2024-06 · Igm Brokerage · Indianapolis, IN
  • 2024-11 to 2026-03 · Truedge Asset Management · Indianapolis, IN

Current employment

SEC IAPD record for Jonathan Frame

Quincy Wells Advisors, LLC

Regulatory AUM
$87,346,834
Registered advisors
31
Offices
26
Clients per advisor
8.0 (Low)
Average AUM per client
$353.6K (Low)
High-net-worth client ratio
5.3% (Low)

Quincy Wells Advisors, LLC: advisors, services and reported ETF investments

About

Jonathan Frame is a financial advisor at Quincy Wells Advisors, LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 22 years of industry experience and 16 years of reported work history.

Quincy Wells Advisors, LLC's firm-level Form ADV reports 31 advisors across 26 offices; approximately 8.0 clients per advisor, average assets per client of $353,631, and regulatory AUM of $87.3M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Selection of Other Advisers.

What this firm offers

Filed by Quincy Wells Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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