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Asa Jared Villarreal

Frost Investment Services

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About Asa Jared Villarreal

Asa Villarreal is a financial advisor with Frost Investment Services in San Antonio, Texas. Asa is registered with the state of Texas as an investment advisor representative. Asa holds the Series 63, Series 66, and Series 7 licenses. Asa has worked for Frost Investment Services for the past two years. Before joining Frost Investment Services, Asa worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bankers Life Securities, Inc., and Northwestern Mutual Investment Services, LLC. Asa has experience providing financial advice to both individuals and corporations.

Firm Information

Asa Villarreal is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Asa Villarreal’s Registration & Firm History

TX

05/21/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

01/30/2023 - 05/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)

TX

08/13/2020 - 10/14/2022

BANKERS LIFE SECURITIES, INC. (SAN ANTONIO TX)

TX

08/15/2019 - 12/12/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 10/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/15/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Asa Jared Villarreal.
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