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Sibonae Delagarza Jones

Frost Investment Services

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About Sibonae Delagarza Jones

Sibonae Delagarza Jones is a financial advisor in San Antonio, TX. Sibonae has over 25 years of experience in the financial services industry and is currently registered with Frost Investment Services. Sibonae has held previous roles with WELLS FARGO INVESTMENTS, LLC, CHASE INVESTMENT SERVICES CORP, BANC ONE SECURITIES CORPORATION, ATLAS SECURITIES, INC., and CITICORP INVESTMENT SERVICES. Sibonae is a Series 6, 7, 63, and 65 licensed professional.

Firm Information

Sibonae 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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Sibonae Jones’s Registration & Firm History

TX

01/27/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

11/18/2005 - 09/14/2010

WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)

IL

07/06/2005 - 10/04/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

08/06/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

CA

10/01/2001 - 02/20/2002

ATLAS SECURITIES, INC. (SAN LEANDRO CA)

NY

04/24/1996 - 10/28/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

TX

08/20/1993 - 02/15/1996

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 04/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sibonae Delagarza Jones.
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