Jonathan Moss Frances
Investment adviser representative at Triad Wealth Partners, LLC
16 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Triad Wealth Partners, LLCApr 2025 to now
- Prosperity Wealth of Florida LLCNov 2011 to now
- Creativeone Wealth, LLCJan 2023 to Apr 2025
- Ae Wealth Management, LLCDec 2016 to Jan 2023
- Global Financial Private Capital, LLCAug 2010 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 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
- 5826715
- Firm CRD
- 326523