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Jake Dillon Fortenberry

Frost Investment Services

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About Jake Dillon Fortenberry

Jake Dillon Fortenberry is a financial advisor with Frost Investment Services. Jake has been working in the financial industry since 2018 and holds Series 6, 7, 63 and 66 licenses. Jake is registered to provide investment advisory services in Texas. Prior to joining Frost Investment Services, Jake worked at J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC. Jake's experience and qualifications allow him to provide a wide range of financial planning and portfolio management services to both individual and business clients.

Firm Information

Jake Fortenberry 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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Jake Fortenberry’s Registration & Firm History

TX

11/02/2023 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

08/08/2019 - 10/14/2023

J.P. MORGAN SECURITIES LLC (BRYAN TX)

TX

08/06/2018 - 07/22/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (College Sta TX)

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Licenses & Designations

BOTH

Issued 04/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Dillon Fortenberry.
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