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Johnathan Michael Glen Converse

United Advisor Group

Cincinnati, OH

Mariposa, CA

CRD 6946387

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Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-26
CA RA APPROVED 2025-03-04
  • AZ RA
    APPROVED
    Since 2025-03-26
  • CA RA
    APPROVED
    Since 2025-03-04

Branch Locations

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Mariposa, CA • 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
OrganizationCityStateFromTo
Global View Capital Management, Ltd. Waukesha WI 05/2018 02/2019
Mesa Fire Department Mesa AZ 10/2015 05/2021
Grand Canyon University Phoenix AZ 01/2013 12/2017
United Advisor Group Dba Flat Iron Wealth Management Mariposa CA 01/2025 Present
Mariposa County Sheriff's Office Mariposa CA 06/2021 Present
  • 05/2018 → 02/2019
    Global View Capital Management, Ltd.
    Waukesha, WI
  • 10/2015 → 05/2021
    Mesa Fire Department
    Mesa, AZ
  • 01/2013 → 12/2017
    Grand Canyon University
    Phoenix, AZ
  • 01/2025 → Present
    United Advisor Group Dba Flat Iron Wealth Management
    Mariposa, CA
  • 06/2021 → Present
    Mariposa County Sheriff's Office
    Mariposa, CA
Previous Registrations
Other Businesses

1) Mariposa County Sheriff's Office; Not investment related.; Deputy Sheriff; 06/21 - Present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2025-03-03
Other Names
  • Johnathan Converse
  • Johnny Converse

View on SEC IAPD

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