Unclaimed
Jack Brandon Repa is a financial advisor with Frost Investment Services, a firm with over 100 years of experience in the financial services industry. Jack is a registered representative and investment advisor representative with the firm. Jack holds a variety of licenses and certifications, including Series 7, 6, 63, 66, 52, 55, 87, 24, 53 and 4. Jack also has extensive experience in the financial services industry, having worked in various capacities at several firms since 1996.
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.
1
2
TX
11/18/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
11/25/2014 - 11/04/2022
GLOBAL FINANCIAL SERVICES, L.L.C. (HOUSTON TX)
TX
05/02/2011 - 01/27/2014
USCA SECURITIES LLC (HOUSTON TX)
TX
04/14/2010 - 05/02/2011
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
TX
09/28/2005 - 05/13/2009
STANFORD GROUP COMPANY (HOUSTON TX)
AZ
09/24/2004 - 09/27/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
01/03/2002 - 09/22/2004
AIG EQUITY SALES CORP. (NEW YORK NY)
AZ
08/29/1997 - 01/02/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
09/26/1996 - 08/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
12/01/1994 - 09/24/1996
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/21/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/11/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/03/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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