Frost Investment Services
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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
Years of Experience
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Frost Investment Services Brokerage Details
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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.
Frost Investment Services
Frost Brokerage Services, Inc
Frost National Bank
Jeanne Glorioso has no disclosures.
Please visit their SEC profile for more details.