Advisor at United Advisor Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mariposa, CA
Credentials
Series 65
Industry experience
1 year
Johnathan Converse is a Series 65 licensed financial advisor with United Advisor Group, bringing one year of industry experience. Prior to his current role, he worked at Global View Capital Management and has served as a deputy sheriff with the Mariposa County Sheriff's Office since 2021. He also has a background in public safety, including six years with the Mesa Fire Department. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm uses a combination of proprietary model portfolios, custom accounts, and third-party managers, applying various analytical and asset-allocation strategies tailored to client needs.
Based on United Advisor Group
up to 2.00% annually
Commissions received from selling insurance and annuity products through independent insurance agencies; commissions vary and are subject to conflicts of interest.
Consulting services fees payable as agreed, may include hourly rates, but no specific hourly rates stated.
Fee-only: Fee-only basis; fees negotiated based on scope of services, asset size, planning complexity, and other needs; maximum investment management fee not to exceed 2.00% annually.
Mariposa, CA
Arizona · California
United Advisor Group dba Flat Iron Wealth Management
2025 - Present (1 year)
Mariposa County Sheriff's Office
2021 - Present (5 years)
Global View Capital Management, Ltd.
2018 - 2019 (1 year)
Mesa Fire Department
2015 - 2021 (6 years)
GRAND CANYON UNIVERSITY
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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