John Bryan Banke
Investment adviser representative at Frost Investment Services
12 yearsExperience
1 stateRegistered in
$3.7BFirm assets
9 yearsFirm in business
Are you John Bryan Banke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Frost Investment ServicesMar 2024 to now
- Frost Brokerage Services, Inc.Mar 2024 to now
- Charles Schwab & Co., IncOct 2022 to Jan 2024
- Charles Schwab Premier Bank, SsbOct 2022 to Jan 2024
- Wells Fargo Bank, NAMar 2019 to Oct 2022
- Wells Fargo Clearing Services, LLCMar 2019 to Oct 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Advisors, LLCAug 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Frost Investment Services
Legal name: Frost Investment Services, LLC
$3.7BAssets managed
3,656Clients
163Advisers
9 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
- 6202378
- Firm CRD
- 286129