Jonathan Frame

Current Employers

Quincy Wells Advisors, Llc

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-03-28

IL RA
APPROVED

Since 2024-03-28

Branch Locations

San Tan Valley, AZ • United States

145 South Wells, Ste 1301, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American United Life	Queen Creek	AZ	12/2009	06/2023
Oneamerica Securities	Queen Creek	AZ	01/2010	06/2023
Peak Brokerage Services, Llc	Jupiter	FL	08/2023	03/2026
Bristal Lane	Indianapolis	IN	07/2023	Present
Igm Brokerage	Indianapolis	IN	03/2024	06/2024
Truedge Asset Management	Indianapolis	IN	11/2024	03/2026

12/2009 → 06/2023

American United Life

Queen Creek, AZ
01/2010 → 06/2023

Oneamerica Securities

Queen Creek, AZ
08/2023 → 03/2026

Peak Brokerage Services, Llc

Jupiter, FL
07/2023 → Present

Bristal Lane

Indianapolis, IN
03/2024 → 06/2024

Igm Brokerage

Indianapolis, IN
11/2024 → 03/2026

Truedge Asset Management

Indianapolis, IN

Previous Registrations

2010-01-29 → 2023-06-06

Oneamerica Securities, Inc.

Indianapolis, IN

Queen Creek, AZ

Indianapolis, IN
2006-03-09 → 2008-05-06

1717 Capital Management Company

Altamonte Springs, FL

Newark, DE

Queen Creek, AZ
2003-12-19 → 2004-05-07

Wells Fargo Investments, Llc

Irving, TX

Other Businesses

1) Bristal Lane Group, not investment related, compliance consultant, hours vary during market hours. Primary responsibility is to serve as Outsourced Chief Compliance Officer for Quincy Wells Capital.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-02-09
S63	Uniform Securities Agent State Law Examination	1999-02-19

S66 Uniform Combined State Law Examination

2001-02-09
S63 Uniform Securities Agent State Law Examination

1999-02-19

Other Names

Jonathan Richard Frame

View on SEC IAPD