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James Rice Frazier

Investment adviser representative at Natural Investments
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

17 years in the industry.

  1. Natural Investments, LLCJan 2009 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (HI, OR, WA).

Natural Investments

Legal name: Natural Investments Pbllc

$2BAssets managed
1,277Clients
23Advisers
21 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
4469041
Firm CRD
113348
Advisor's SEC record (opens in a new tab)
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