Jonathan Moss Frances

Triad Wealth Partners, LLC

15 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Triad Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

28 advisors

Number of Clients

1,380 clients

Average Client Portfolio

$308K average

Assets Under Management

$425.0M

Fee Structure

Location

4440 PGA Blvd, Suite 600, Palm Beach Gardens, FL, 33410

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

January 2012

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jonathan is a managing member of Prosperity Wealth of Florida, LLC, and spends nearly full-time on insurance sales, specifically life insurance and annuities. He dedicates 200 hours per month to this activity, with 160 hours spent on trading.

Employment History

Current Registrations

Triad Wealth Partners, LLC

April 2025 - Present · 10 mos

Previous Registrations

Creativeone Wealth, LLC

January 2023 - April 2025 · 2 yrs 3 mos

Ae Wealth Management, LLC

December 2016 - January 2023 · 6 yrs 1 mo

Global Financial Private Capital, LLC

August 2010 - December 2016 · 6 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.