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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan McKay Waite is a financial advisor at Frost Investment Advisors, LLC. Jonathan has been with Frost Investment Advisors since 2017 and previously worked at Hirzel Capital Management, LLC in Dallas, TX. Jonathan holds a Series 7, Series 87, and Series 63 license. Jonathan also has a Chartered Financial Analyst designation. Jonathan's current location is in San Antonio, TX. Jonathan has experience with individual investors, investment companies, and corporate clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Provide models to 3rd parties and receive asset-based fees
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2
TX
03/09/2017 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
OH
12/11/2000 - 05/03/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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