Jonathan Frisch, financial advisor Owensboro KY

Jonathan Frisch

CRD Number: 5347902
Current Firm: Private Advisor Group, LLC

Jonathan Frisch (CRD# 5347902) is an Investment Advisor Representative working at Private Advisor Group, LLC in Owensboro, KY and has over 16 years of experience in the finance industry.

Similar Advisors
Elizabeth Alles, financial advisor Owensboro KY
Elizabeth A. Alles
CRD# 6766180
Ameriprise Financial Services, LLC
Similar Advisors
David Anderson, financial advisor Owensboro KY
David Anderson
CRD# 6546058
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Adam Applegate, financial advisor Owensboro KY
Adam Applegate
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Mar 2016 - Current 8
Lpl Financial Owensboro, KY Feb 2016 - Current 8
Protected Investors Of America San Francisco, CA Nov 2011 - Feb 2016 4
Aria Retirement Solutions Louisville, KY Nov 2011 - Feb 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Jonathan S. Frisch
Phone Number: 973-538-7010
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.