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Jeffery A Elswick

Frost Investment Advisors, LLC

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About Jeffery A Elswick

Jeffery Elswick is a registered investment advisor representative with Frost Investment Advisors, LLC. Jeffery is also registered as an Investment Advisor in Texas. Jeffery has been in the financial industry since March 2006. Before joining Frost Investment Advisors, LLC, Jeffery was employed by Frost National Bank. Jeffery has passed the Series 7, 63, and 65 examinations. Jeffery specializes in providing portfolio management for individuals, businesses and investment companies. Jeffery is currently registered with Frost Investment Advisors, LLC, and has previously been registered with FROST BROKERAGE SERVICES, INC..

Firm Information

Jeffery Elswick is currently registered with Frost Investment Advisors, LLC. Frost Investment Advisors, LLC is an investment advisor registered with the SEC. The firm, headquartered in San Antonio, Texas, provides portfolio management services for businesses, individuals, and investment companies. Their regulatory assets under management total $4.94 billion across 11 accounts. They primarily serve insurance companies, investment companies, and endowments.
Frost Investment Advisors, LLC

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$4.94B

Assets Under Management

3

Total Clients

27

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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other

Provide models to 3rd parties and receive asset-based fees

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Jeffery Elswick’s Registration & Firm History

TX

06/02/2008 - Present

Frost Investment Advisors, LLC (SAN ANTONIO TX)

TX

10/25/2007 - 01/23/2009

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 05/31/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffery A Elswick.
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