John R. Frazer

IRA GROUP

Atlanta, GA 30309

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CRD#: 4199772

Professional summary

John Riley Frazer, CFP® is a registered financial advisor currently at IRA GROUP, INC. located in Atlanta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GENERATIONS PARTNERSHIP LLP, GENERAL PARTNER & 20% owner, MANAGE FAMILY REAL ESTATE ASSETS WHICH INCLUDE A FARM AND BEACH PROPERTY, Not investment related activity. 2655 Battle Overlook, Atlanta, GA 30327 Industrial Partners LLC - 20% owner of family business owning warehouses in Montgomery, AL. No managment role. Not investment-related. 4747 Woodmere Blvd., Montgomery, AL 35106

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Riley Frazer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

April 6, 2020 - Present

IRA GROUP, INC.

Office #1: 1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309

RIA

CRD#: 126246

Atlanta, GA

Past

October 9, 2014 - May 6, 2016

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

ATLANTA, GA

Past

July 9, 2009 - January 9, 2014

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

June 24, 2009 - January 9, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

July 10, 2002 - September 4, 2007

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

MEMPHIS, TN

Past

July 25, 2000 - September 4, 2007

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IRA GROUP, INC.

INVESTMENT RESEARCH & ADVISORY GROUP, INC. | IRA GROUP, INC.

CRD#: 126246 / SEC#: 801-70558

RIA

Registered Investment Advisory firm - (10/2/2009 Approved)

North Carolina

Registered Investment Advisory firm - (6/2/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/7/2020)

IAR

North Carolina
(4/6/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/4/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/10/2006

General Securities Principal Examination

Current Firm

IRA GROUP, INC.

INVESTMENT RESEARCH & ADVISORY GROUP, INC. | IRA GROUP, INC.

CRD#: 126246 / SEC#: 801-70558

RIA

Registered Investment Advisory firm - (10/2/2009 Approved)

North Carolina

Registered Investment Advisory firm - (6/2/2025 Terminated)

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Contact information

Main Address

1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309

Mailing Address

Phone number

(404) 760-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRA GROUP - ADV PART 2A.2B FOR INSTITUTIONAL 2025 (2/24/2025)

IRA GROUP - ADV PART 2A.2B FOR PRIVATE 2025 (2/24/2025)

Regulatory assets under management

Total Number of Accounts	630
AUM (Assets Under Management)	$ 13,197,612,044

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John R. Frazer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Riley Frazer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GFO ADVISORY SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

IRA GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2000

Series 7

Date: 7/24/2000

Series 24

Date: 4/10/2006

Current Firm

IRA GROUP, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRA GROUP, INC.

TRUST BUT VERIFY

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