Jay
Mainard
Frost Investment Services
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About this Advisor
Jay Mainard is a financial advisor working in San Antonio, Texas, who has 1 year of industry experience. Mainard currently works for Frost Investment Services. The advisor has gained experience at Huntington National Bank, Home Depot, The Huntington Investment Company, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Associated Bank, Frost Bank, Frost Brokerage Services, Bank Of America, Na and Merrill Lynch, Pierce, Fenner & Smith Inc. Mainard holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Frost Investment Services is a registered investment business operating out of San Antonio, TX. It has offices in 50 locations and a total of 105 advisors. It handles $2 billion in assets under management across its 2,897 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 2,897 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on the financial services. However, fee types 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
Jay Mainard Work History
Jay has been registered as a financial advisor for 1 years.*
Frost Bank
Frost Brokerage Services
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Associated Bank
Huntington National Bank
Home Depot
The Huntington Investment Company
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Jay Mainard 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
San Antonio, 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.
