Hasena
Deberry

Frost Investment Services

CRD#6270622
Investment Advisor
in Sugar Land, TX

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About this Advisor

Hasena Deberry is a financial advisor based in Sugar Land, Texas, working with Frost Investment Services. Hasena has previously held positions at Jp Morgan Chase Securities LLC, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Jpmorgan Chase Bank, Frost Brokerage Services, and Frost Bank. Hasena has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Hasena is part of Frost Investment Services, which operates out of Sugar Land, 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

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

620 Highway 6
Sugar Land, TX 77478

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,737,039,224

TX Average: $3,042,739,679
Total Number of Employees

166

TX Average: 49
Total Number of Accounts

2,792

TX Average: 2,315
Average Account Size

$980,315

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Hasena Deberry Work History

2019 - Present (6 years)

Frost Brokerage Services

2019 - Present (6 years)

Frost Bank

2018 - 2019 (1 year)

Jp Morgan Securities LLC

2018 - 2019 (1 year)

Jpmorgan Chase Bank

2013 - 2018 (5 years)

Jp Morgan Chase Securities LLC

2013 - 2018 (5 years)

Jp Morgan Chase Bank

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Disclosures

Please visit the SEC profile of Hasena Deberry 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

Jack Repa
San Antonio, TX
Marco Rodriguez
San Antonio, TX
Michael Valadez
San Antonio, TX
Mark Itnyre
San Antonio, TX
Peter Rothe
San Antonio, TX
Rolando Ginyovszky
Houston, TX
Carina Diaz
San Antonio, TX
Kyle Gregory
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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