Jonathan Frame
Investment Adviser Representative at Quincy Wells Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Frame is an investment adviser representative with Quincy Wells Advisors, LLC in San Tan Valley, AZ, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Oneamerica Securities, Inc. and 1717 Capital Management Company. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
- Broker:
29 states and territories
Alabama, Arizona, Arkansas, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maine, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American United LIFEDec 2009 – Jun 2023Queen Creek, AZ
- Oneamerica SecuritiesJan 2010 – Jun 2023Queen Creek, AZ
- Peak Brokerage Services, LLCAug 2023 – Mar 2026Jupiter, FL
- Bristal LaneJul 2023 – no end date reportedIndianapolis, IN
- IGM BrokerageMar 2024 – Jun 2024Indianapolis, IN
- truEdge Asset ManagementNov 2024 – Mar 2026Indianapolis, IN
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Quincy Wells Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 27
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chicago, IL
- SEC file number:
- 801-118231
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Quincy Wells Advisors, LLC
Showing 12 of 27 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Frame has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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