Joshua James Frazier

Employer firm

Frazier Financial Advisors, LLC CRD 106649

$1.16B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2007 → Present
  Historic Dublin Restaurants
  Dublin, OH
• 08/2007 → Present
  Frazier Financial Advisors, Llc
  Dublin, OH
• 08/2009 → 10/2022
  Triad Advisors, Inc
  Norcross, GA
• 10/2022 → Present
  Private Client Services
  Columbus, OH

Other Businesses

1) Mr. Frazier is a registered representative with Private Client Services, LLC ("PCS"). PCS is a diversified financial services company engaged in the sale of specialized investment products. 2) Frazier Financial Advisors, LLC. 1690 W Lane Avenue, Suite 280, Columbus, OH 43221. RIA. 160 hrs/mo; all during trading hrs. 3) Frazier Financial Advisors, LLC. 1690 W Lane Avenue, Suite 280, Columbus, OH 43221. Tax prep and insurance. 160 hrs/mo; all during trading hrs.