Jeanne
Glorioso

Frost Investment Services

CRD#2185254
Investment Advisor
in Austin, TX
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About this Advisor

Jeanne Glorioso is a certified financial planner who works out of Austin, Texas, who has been in the advisory business for 23 years. Glorioso works at Frost Investment Services. Over the course of their career, Glorioso has held roles at Frost Brokerage Services, Inc, Frost National Bank and Frost Investment Services. Glorioso has a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in Texas. Frost Investment Services is a registered investment business that has its headquarters in Austin, Texas. It has offices in five locations and a total of 91 advisors. It controls $1 billion in assets between its 922 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 922 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Frost Investment Services performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 years

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

Disclosures

No

Office Location

401 Congress Avenue
Austin, TX 78701

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Frost Investment Services Brokerage Details

Total Assets Under Management

$1,237,493,348

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

61

TX Average: 49
Total Number of Accounts

1,468

TX Average: 2,315
Average Account Size

$842,979

TX Average: $1,314,358

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Investment Advisory Services

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

Jeanne Glorioso Work History

Jeanne has 23 years of experience.

2017 - Present (2 years)

Frost Investment Services

1996 - Present (23 years)

Frost Brokerage Services, Inc

1995 - Present (24 years)

Frost National Bank

Disclosures

Jeanne Glorioso has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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