JD
JD

Justin Davis

30 Years of Experience
San Antonio, TX
Broker

Justin Davis is a registered investment advisor, based in San Antonio, TX, with 30 years of industry experience.

Location

111 West Houston Street, San Antonio, TX, 78205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Frost Investment Services
July 2023 - Present · 3 yrs
Frost Brokerage Services, INC.Broker
July 2023 - Present · 3 yrs
Previous Registrations
PNC Investments
August 2021 - July 2023 · 1 yr 11 mos
PNC InvestmentsBroker
August 2021 - July 2023 · 1 yr 11 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
October 2010 - August 2021 · 10 yrs 10 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
June 2002 - March 2010 · 7 yrs 9 mos
Bbva Compass Investment Solutions, INCBroker
July 1998 - May 2013 · 14 yrs 10 mos
Ba Investment Services, INC.Broker
October 1997 - July 1998 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - September 1997 · 1 yr 6 mos
State Registrations15 states
AZCACODCFLIDILINKSLANMNYOKORTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Justin Davis - Financial Advisor | TrueAdvisor