Sibonae
Jones
Frost Investment Services
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About this Advisor
Sibonae Jones is a financial advisor based in San Antonio, Texas with a total of 1 year of relevant experience. Jones currently works for Frost Investment Services. During their career, Jones has held roles at Frost National Bank, Frost Brokerage Services and Frost Investment Services. Jones has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Texas. Frost Investment Services is a business operating out of San Antonio, TX. The investment advisory business has offices in 50 locations and a total of 105 financial advisors. It has $2 billion in assets under management across its 2,897 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 2,897 accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely are based on the type of services provided. However, fees billed 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
Sibonae Jones Work History
Sibonae has been registered as a financial advisor for 1 years.*
Frost National Bank
Frost Brokerage Services
Frost Investment Services
*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 Sibonae Jones 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
Spring, TX
San Antonio, TX
San Antonio, 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.
