Jon C. Marable

REFRAME WEALTH

Fairfax, VA 22030

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CRD#: 6482591

Professional summary

Jon Christian Marable, who also goes by Jon Christian Marable, is a registered financial advisor currently at REFRAME WEALTH, LLC located in Fairfax, Virginia.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jon has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Christian Marable

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Christian Marable'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®

None

Experience

Current

April 22, 2026 - Present

REFRAME WEALTH, LLC

Office #1: 3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030

RIA

CRD#: 313386

Fairfax, VA

Past

February 12, 2024 - April 8, 2026

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

GUILDERLAND, NY

Past

August 2, 2022 - April 8, 2026

KEY INVESTMENT SERVICES LLC

CRD#: 136300

GUILDERLAND, NY

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".

REFRAME WEALTH, LLC

MASSIE FINANCIAL PLANNING, LLC | REFRAME WEALTH, LLC

CRD#: 313386 / SEC#: 801-120695

RIA

Registered Investment Advisory firm - (4/2/2021 Approved)

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

Texas
(4/22/2026)

IAR

Virginia
(4/23/2026)

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: 2/9/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/30/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/14/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 8/2/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/19/2022

Securities Industry Essentials Examination

Current Firm

REFRAME WEALTH, LLC

MASSIE FINANCIAL PLANNING, LLC | REFRAME WEALTH, LLC

CRD#: 313386 / SEC#: 801-120695

RIA

Registered Investment Advisory firm - (4/2/2021 Approved)

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Contact information

Main Address

3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030

Mailing Address

Phone number

(571) 354-8471

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REFRAME WEALTH WRAP BROCHURE (6/21/2025)

REFRAME WEALTH DISCLOSURE BROCHURE (6/21/2025)

Regulatory assets under management

Total Number of Accounts	575
AUM (Assets Under Management)	$ 345,783,701

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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Advisor Monitoring

Firm Stability Insights

Jon C. Marable

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Christian Marable's CRS (Customer Relationship Summary).

Certified licenses

Experience

REFRAME WEALTH, LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

Primary Firm SEC Registration

REFRAME WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2024

Series 63

Date: 8/30/2022

Series 7TO

Date: 11/14/2023

Series 6TO

Date: 8/2/2022

SIE

Date: 4/19/2022

Current Firm

REFRAME WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REFRAME WEALTH, LLC

TRUST BUT VERIFY

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