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Jeanne Marie Glorioso

Frost Investment Services

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About Jeanne Marie Glorioso

Jeanne Marie Glorioso is a financial professional with over 30 years of experience in the industry. Jeanne is currently registered with Frost Investment Services and holds licenses in multiple states. She has extensive experience in portfolio management for both individuals and businesses. Jeanne is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Jeanne Glorioso 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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Jeanne Glorioso’s Registration & Firm History

TX

01/26/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

10/28/1991 - 07/16/1996

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 12/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1992

Series 4 - Registered Options Principal Examination

BC

Issued 08/26/1992

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/15/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanne Marie Glorioso.
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