Unclaimed Profile

Jonathan Frame

TRUEDGE ASSET MANAGEMENT LLC·CARMEL, Indiana

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record22 years registeredTRUEDGE ASSET MANAGEMENT LLC

484 EAST CARMEL DRIVE, CARMEL, IN 46032CRD# 3057547Firm CRD# 323442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Frame · CARMEL, IN

Registration

CRD #3057547 · TRUEDGE ASSET MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

QUINCY WELLS CAPITAL, LLC

Dec 2025 – present

QUINCY WELLS ADVISORS, LLC

Mar 2024 – present

ONEAMERICA SECURITIES, INC.

Jan 2010 – Jun 2023

Queen Creek, AZ

1717 CAPITAL MANAGEMENT COMPANY

Mar 2008 – May 2008

QUEEN CREEK, AZ

1717 CAPITAL MANAGEMENT COMPANY

Mar 2006 – Mar 2008

QUEEN CREEK, AZ

WELLS FARGO INVESTMENTS, LLC

Dec 2003 – May 2004

IRVING, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · December 19, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEDGE ASSET MANAGEMENT LLC

CRD 323442 · SEC 801-127556

AUM

$281K

Regulatory assets under management

Employees

2 client accounts

Services offered by TRUEDGE ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TRUEDGE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Frame offer?

Jonathan Frame specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.

What are Jonathan Frame's credentials?

Jonathan Frame is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Frame located?

Jonathan Frame is based in CARMEL, Indiana, working with TRUEDGE ASSET MANAGEMENT LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Jonathan Frame charge for services?

Jonathan Frame's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUEDGE ASSET MANAGEMENT LLC?

TRUEDGE ASSET MANAGEMENT LLC has approximately 5 employees and manages $281K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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