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Corey Shea Jennings

Frost Investment Services

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About Corey Shea Jennings

Corey Jennings is a financial advisor registered with Frost Investment Services. Corey has been in the industry since April 2018. Corey is registered as an investment advisor representative in Texas. Corey has previously been registered with Victory Capital Services, Inc. and USAA Financial Advisors, Inc. Corey holds the following licenses: Series 63, Series 65, Series 7, and SIE. Corey's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Corey Jennings 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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Corey Jennings’s Registration & Firm History

TX

08/02/2023 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

01/10/2020 - 07/28/2023

VICTORY CAPITAL SERVICES, INC. (San Antonio TX)

TX

10/18/2017 - 07/08/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 07/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Shea Jennings.
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