Johnathan Michael glen Converse
Investment adviser representative at United Advisor Group
13 yearsExperience
2 statesRegistered in
$1.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- United Advisor GroupMar 2025 to now
- United Advisor Group dba Flat Iron Wealth ManagementJan 2025 to now
- Mariposa County Sheriff's OfficeJun 2021 to now
- Global View Capital Management, Ltd.May 2018 to Feb 2019
- Mesa Fire DepartmentOct 2015 to May 2021
- Grand Canyon UniversityJan 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
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
- 6946387
- Firm CRD
- 324205