Unclaimed Profile

Jeffery A Elswick

FROST INVESTMENT ADVISORS, LLC·SAN ANTONIO, Texas

Series 7, Series 63, Series 65Clean record18 years registeredFROST INVESTMENT ADVISORS, LLC

111 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 5413625Firm CRD# 146148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery A Elswick · SAN ANTONIO, TX

Registration

CRD #5413625 · FROST INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FROST INVESTMENT ADVISORS, LLC

Jun 2008 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 2, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FROST INVESTMENT ADVISORS, LLC

CRD 146148 · SEC 801-68724

AUM

$4.9B

Regulatory assets under management

Employees

11 client accounts

Services offered by FROST INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at FROST INVESTMENT ADVISORS, LLC →

Introduction

Speak with Jeffery

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffery is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffery A Elswick offer?

Jeffery A Elswick specializes in Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Jeffery A Elswick's credentials?

Jeffery A Elswick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery A Elswick located?

Jeffery A Elswick is based in SAN ANTONIO, Texas, working with FROST INVESTMENT ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Jeffery A Elswick charge for services?

Jeffery A Elswick's firm is compensated through percentage of aum, other: provide models to 3rd parties and receive asset-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FROST INVESTMENT ADVISORS, LLC?

FROST INVESTMENT ADVISORS, LLC has approximately 30 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →