Jesse Frazier is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Allied Investment Advisors, LLC located in Suwanee GA.
As a CFP®, Jesse is passionate about helping clients gain financial peace of mind and define and meet their goals. He takes a holistic approach to wealth management that includes financial planning, investment management, insurance planning, education, estate planning services and more with client’s financial security being the top priority.
Jesse began his career in the investment management industry in 2018 in San Antonio, Texas where he worked for Capital Group, home of the American Funds. In 2020, he moved back to Georgia to join the team at Allied Insurance Advisors. He has passed the Series 6, 63, and 65 securities licenses, and recently passed the Certified Financial Planner® (CFP) exam. He is a Registered Representative and Investment Advisor Representative with Royal Alliance Associates, Inc.
Jesse holds a bachelor’s degree in Personal Financial Planning from Lindenwood University. While competing for the LU men’s water polo
team, he was a 3-time National Champion, and 2-year captain of the team.
Jesse lives in Atlanta, Georgia with his black lab, Archie. He enjoys the outdoors, golfing, and spending his free time with family and friends.