Corey Shea Jennings
Investment adviser representative at Frost Investment Services
13 yearsExperience
1 stateRegistered in
$3.7BFirm assets
9 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Frost Investment ServicesAug 2023 to now
- Frost Brokerage Services, Inc.Jul 2023 to now
- Victory Capital AdvisersJan 2020 to Jul 2023
- FisJul 2019 to Dec 2019
- USAA Investment Management CompanyJul 2018 to Jun 2019
- USAA Financial Advisors, IncSep 2017 to Jun 2019
- USAA Financial Planning ServicesSep 2017 to Jun 2019
- USAAMay 2017 to Aug 2017
- Northwestern MutualJan 2017 to Apr 2017
- HebAug 2016 to Apr 2017
- Texas A&m UniversityAug 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
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
- 6733964
- Firm CRD
- 286129