Jeffery A Elswick
Investment adviser representative at Frost Investment Advisors, LLC
20 yearsExperience
1 stateRegistered in
$5.4BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Frost Investment Advisors, LLCFeb 2008 to now
- Frost National BankMar 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Frost Investment Advisors, LLC
$5.4BAssets managed
9Clients
27Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5413625
- Firm CRD
- 146148