Jonathan Frazier is a registered investment advisor at Blue Monarch Financial INC., based in Braselton, GA, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fee Estimator
Location
Braselton, GA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jonathan is a member of the finance committee at his church, a role he has held since January 2023. His duties involve making decisions regarding church finances, and he dedicates minimal time to this activity.
Employment History
Current Registrations
Blue Monarch Financial INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Institutions, INC.Broker
American Portfolios Financial Services, INC.Broker
Triad Advisors LLCBroker
Ladenburg Thalmann & CO. INC.Broker
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Securities Service Network, LLCBroker
Investacorp, INC.Broker
Sagepoint Financial, INC.
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Fsc Securities Corporation
Advantage Capital Corporation
Osaic Wealth, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Advantage Capital CorporationBroker
American General Securities IncorporatedBroker
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.