JF

Jonathan Moss Frances

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

4440 PGA Blvd, Suite 600, Palm Beach Gardens, FL, 33410

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Regulatory History (1)
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Judgment / Lien
January 2012
Other Business ActivitiesSells Insurance

Jonathan is a managing member of Prosperity Wealth of Florida, LLC, and spends nearly full-time on insurance sales, specifically life insurance and annuities. He dedicates 200 hours per month to this activity, with 160 hours spent on trading.

Employment History
Current Registrations
Triad Wealth Partners, LLC
April 2025 - Present · 9 mos
Previous Registrations
Creativeone Wealth, LLC
January 2023 - April 2025 · 2 yrs 3 mos
Ae Wealth Management, LLC
December 2016 - January 2023 · 6 yrs 1 mo
Global Financial Private Capital, LLC
August 2010 - December 2016 · 6 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.