Jonathan David Frazier
Investment adviser representative at The Ameriflex Group
19 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- The Ameriflex GroupAug 2026 to now
- Cambridge Investment Research, Inc.Aug 2026 to now
- Blue Monarch Financial, Inc.Jan 2026 to Jul 2026
- Osaic Wealth, Inc.Sep 2023 to Oct 2025
- Royal Alliance Associates, IncMar 2018 to Oct 2025
- Sage Point Financial, Inc.Mar 2018 to Oct 2025
- Woodbury Financial, Inc.Mar 2018 to Oct 2025
- Fsc Securities CorporationNov 2007 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (GA).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4364934
- Firm CRD
- 305585