Jonathan Frame is a registered investment advisor, based in San Tan Valley, AZ, with 22 years of industry experience.
Location
San Tan Valley, AZ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jonathan is a co-owner of Wicked Graphics, LLC, a commercial printing business, dedicating a few hours per week to this activity. He also works as a compliance consultant for Bristal Lane Group.
Employment History
Current Registrations
Quincy Wells Capital, LLCBroker
December 2025 - Present · 4 mos
Quincy Wells Capital, LLC
December 2025 - Present · 4 mos
Quincy Wells Advisors, LLC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
January 2025 - January 2026 · 1 yr
Igm BrokerageBroker
March 2024 - July 2024 · 4 mos
Peak Brokerage Services, LLCBroker
August 2023 - January 2026 · 2 yrs 5 mos
Oneamerica Securities, INC.Broker
February 2010 - June 2023 · 13 yrs 4 mos
Oneamerica Securities, INC.
January 2010 - June 2023 · 13 yrs 5 mos
1717 Capital Management Company
March 2008 - May 2008 · 2 mos
1717 Capital Management Company
March 2006 - March 2008 · 2 yrs
1717 Capital Management CompanyBroker
February 2006 - May 2008 · 2 yrs 3 mos
Nationwide Securities, INC.Broker
February 2006 - May 2008 · 2 yrs 3 mos
1st Global Capital CORP.Broker
May 2004 - February 2005 · 9 mos
Wells Fargo Investments, LLC
December 2003 - May 2004 · 5 mos
Wells Fargo Investments, LLCBroker
December 2003 - May 2004 · 5 mos
H.D. Vest Investment ServicesBroker
December 2000 - December 2003 · 3 yrs
State Registrations26 states
ARAZCACTDCFLGAILINKSLAMEMONCOHORPAPRSDTNTXUTVAVTVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.