Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bachino is an investment advisor representative with Frost Investment Services, based in San Antonio, Texas. Jennifer has been working in the financial services industry since July 25, 2007, and has been with Frost Investment Services since November 2023. She holds Series 7, Series 31, and Series 66 licenses. Previously, she worked at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Jennifer provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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
11/15/2023 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
05/05/2017 - 10/07/2023
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
05/28/2010 - 05/01/2017
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
TX
07/25/2006 - 07/06/2009
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Bachino is the right advisor for you? Invested Better is here to help.
