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Kimberly Nicole Jones

Frost Investment Services

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About Kimberly Nicole Jones

Kimberly Nicole Jones is a registered investment advisor representative with Frost Investment Services. Kimberly has been in the securities industry since August 25, 2002. Kimberly holds Series 6, 7, and 66 securities licenses as well as the SIE exam. Kimberly is also registered in the state of Texas as an investment advisor representative. Kimberly has previously worked at BrokersXpress LLC and Invesco AIM Distributors, Inc. Currently Kimberly works for Frost Investment Services located in Houston, Texas.

Firm Information

Kimberly Jones 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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Kimberly Jones’s Registration & Firm History

TX

05/24/2022 - Present

Frost Investment Services (HOUSTON TX)

IL

05/29/2009 - 08/21/2012

BROKERSXPRESS LLC (CHICAGO IL)

TX

11/25/2003 - 06/19/2008

INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)

TX

01/01/1999 - 11/29/2002

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 09/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Nicole Jones.
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