AdvisorOS Directory
Claim Profile
Unclaimed Profile
KB

Karen Johnson Banks

FROST INVESTMENT SERVICES, LLC·SAN ANTONIO, Texas
SIE, Series 4, Series 7, Series 24, Series 27, Series 53, Series 63Clean recordFROST INVESTMENT SERVICES, LLC
100 WEST HOUSTON STREET, SAN ANTONIO, TX 78205CRD# 1448975Firm CRD# 286129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Johnson Banks · SAN ANTONIO, TX
Registration
CRD #1448975 · FROST INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FROST INVESTMENT SERVICES, LLC
CRD 286129 · SEC 801-108754
AUM
$2.7B
Regulatory assets under management
Employees
166
2,792 client accounts
Services offered by FROST INVESTMENT SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FROST INVESTMENT SERVICES, LLC →
Introduction

Speak with Karen

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

Not sure if Karen 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 AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Karen Johnson Banks offer?
Karen Johnson Banks specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Karen Johnson Banks's credentials?
Karen Johnson Banks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Johnson Banks located?
Karen Johnson Banks is based in SAN ANTONIO, Texas, working with FROST INVESTMENT SERVICES, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Karen Johnson Banks charge for services?
Karen Johnson Banks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FROST INVESTMENT SERVICES, LLC?
FROST INVESTMENT SERVICES, LLC has approximately 166 employees and manages $2.7B 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 →

Other Advisors at FROST INVESTMENT SERVICES, LLC

Nicholas R. Watne
SAN ANTONIO, TX
Angela Kristina Holliday
SAN ANTONIO, TX
Christopher Scott Walsh
SAN ANTONIO, TX
Jack Brandon Repa
SAN ANTONIO, TX

More Advisors in SAN ANTONIO, Texas

Leslie Kristen Wagner
STRATEGIC FINANCIAL CONCEPTS, LLC·SAN ANTONIO, TX
Daniel Sean Mcnamara
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Charles Brooks Englehardt
USAA ASSET MANAGEMENT COMPANY·SAN ANTONIO, TX
David Harrison Smith
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Terri Lynn Luensmann
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX
Charles Kevin Craft
USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)IRVING (30)FRISCO (30)SOUTHLAKE (29)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile