Jonathan Frawley

Employer firm

Hbks Wealth Advisors CRD 112139

$7.66B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Hbks Wealth Advisors
  Erie, PA
• 05/2019 → 11/2019
  Fairway Wealth Management
  Independence, OH
• 08/2015 → 05/2019
  Edinboro University
  Edinboro, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-07

Other Names

• Jon Samuel Macrae Frawley
• Jonathan Samuel Macrae Frawley