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John Bryan Banke

Frost Investment Services

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About John Bryan Banke

John Bryan Banke is a registered investment advisor representative with Frost Investment Services in Austin, TX. John Banke has been in the securities industry for over 8 years. John Banke has passed the Series 7, Series 66, and SIE exams. John Banke previously worked at CHARLES SCHWAB & CO., INC. and WELLS FARGO CLEARING SERVICES, LLC. John Banke works with high net worth individuals, corporations, and other businesses. John Banke provides financial planning and portfolio management services. John Banke is a member of FINRA.

Firm Information

John Banke 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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John Banke’s Registration & Firm History

TX

03/27/2024 - Present

Frost Investment Services (AUSTIN TX)

TX

11/18/2022 - 01/10/2024

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TX

04/04/2019 - 10/20/2022

WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)

CA

12/17/2014 - 01/03/2019

WELLS FARGO CLEARING SERVICES, LLC (PLEASANTON CA)

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Licenses & Designations

BOTH

Issued 03/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Bryan Banke.
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