Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jones is a financial advisor with Frost Investment Services. Chad has been in the industry since 2000 and has experience with a variety of financial institutions. Chad specializes in providing financial planning, portfolio management for individuals and businesses. Chad is registered to provide financial services in multiple states including California, Colorado, Florida, Georgia, Louisiana, Oregon, Tennessee, Texas, and Washington.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
01/26/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/19/2016 - 03/27/2017
BBVA SECURITIES INC. (BOERNE TX)
TX
10/12/2015 - 10/13/2016
WELLS FARGO ADVISORS, LLC (KERRVILLE TX)
TX
09/23/2013 - 03/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
10/01/2012 - 09/18/2013
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
11/18/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
02/09/2009 - 11/04/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/09/2002 - 01/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)
NY
06/01/1999 - 07/19/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 05/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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