Jose
Rangel
Frost Investment Services
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About this Advisor
Jose Rangel is a financial advisor working in San Antonio, Texas with a total of 1 year of industry experience. Rangel is an advisor for Frost Investment Services. Over the course of their career, Rangel has held roles at Kroger, Jpmorgan Securities LLC, Channelview Isd, Jpmorgan Chase Bank Na, Frost Brokerage Services and Jpmorgan Chase Bank. Rangel maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Florida, Louisiana, New Mexico and Texas. Frost Investment Services is a financial advisory business that has its headquarters in San Antonio, TX. The firm has offices in 50 locations and a total of 105 advisors. It handles $2 billion in total assets among its 2,897 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 2,897 client accounts, 23% are associated with high-net-worth individuals who have more than $1 million in investable assets. Frost Investment Services offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on which services the firm provides the client. However, fees charged by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jose Rangel Work History
Jose has been registered as a financial advisor for 1 years.*
Frost Brokerage Services
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Jpmorgan Chase Bank
Jpmorgan Chase Bank
Jpmorgan Chase Bank
Kroger
Channelview Isd
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jose Rangel 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
Spring, TX
San Antonio, TX
San Antonio, TX
Austin, TX
Stafford, TX
San Antonio, TX
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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