Corey
Jennings
Frost Investment Services
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About this Advisor
Corey Jennings is a financial advisor based in San Antonio, Texas, working with Frost Investment Services. Corey has previously held positions at Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Texas A&M University, Traditions Club, Heb, Northwestern Mutual, Usaa, Usaa Investment Management Company, Fis, Victory Capital Advisers, and Frost Brokerage Services, Inc. Corey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Corey is part of Frost Investment Services, which operates out of San Antonio, Texas. The firm has 50 offices and 166 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Frost Investment Services includes asset-based fees.
Certifications and Registrations
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Frost Investment Services Brokerage Details
$2,737,039,224
166
2,792
$980,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Corey Jennings Work History
Frost Brokerage Services, Inc
Victory Capital Advisers
Fis
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Northwestern Mutual
Usaa
Heb
Traditions Club
Texas A&M University
Disclosures
Please visit the SEC profile of Corey Jennings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Frost Investment Services
San Antonio, TX
San Antonio, TX
Houston, TX
San Antonio, TX
Southlake, TX
Fort Worth, TX
San Antonio, TX
San Antonio, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
