Jonathan Moss Frances

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

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

• 11/2011 → Present
  Prosperity Wealth Of Florida Llc
  Palm Beach Gardens, FL
• 08/2010 → 12/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 12/2016 → 01/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2023 → 04/2025
  Creativeone Wealth, Llc
  Overland Park, KS
• 04/2025 → Present
  Triad Wealth Partners, Llc
  Lawrence, KS

Previous Registrations

• 2023-01-17 → 2025-04-15
  Creativeone Wealth, Llc
  Overland Park, KS
  Palm Beach Gardens, FL
• 2016-12-19 → 2023-01-05
  Ae Wealth Management, Llc
  Palm Beach Gardens, FL
  Wellington, FL
• 2010-08-16 → 2016-12-09
  Global Financial Private Capital, Inc.
  Palm Beach Gardens, FL
  Sarasota, FL

Other Businesses

PROSPERITY WEALTH OF FLORIDA, LLC., INVESTMENT-RELATED, 4440 PGA BLVD, SUITE 600, PALM BEACH GARDENS, FL, INSURANCE SALES, MANAGING MEMBER, 11/2011, 200 HOURS/MONTH, 160 TRADING/HOURS, SALE OF LIFE INSURANCE AND ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-28