Williams & Novak Wealth Management
32yrs
Top advisor by experience in San Tan Valley
28yrs
Jonathan Frame
Financial advisor at Quincy Wells Advisors
Jonathan Frame is a fiduciary financial advisor in San Tan Valley, Arizona, with 28 years in the industry. Jonathan joined Quincy Wells Advisors in 2024, after 13 years at Oneamerica Securities and two years at 1717 Capital Management. Quincy Wells Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 25 advisors with offices in San Tan Valley, and one of 24 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 19% by experience in Arizona
OfficeSan Tan Valley, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$317,418
Advisors at the firm30
States licensed ?1 state
Services through Quincy Wells Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowQuincy Wells Advisors, LLCCurrent firm
- 2010 – 2023Oneamerica Securities, Inc.Previously
- 2006 – 20081717 Capital Management CompanyPreviously
- Dec 2003 – May 2004Wells Fargo Investments, LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Quincy Wells Advisors at (312) 356-4875 and ask for Jonathan Frame. Jonathan works from the San Tan Valley, AZ office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1999, about 28 years. Top 19% by experience in Arizona.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Quincy Wells Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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