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Aaron P Navarrete

Frost Investment Services
13 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Frost Investment Services
Compensation
Fee-Only (AUM)
Firm Size
178 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee

Location

5656 Bee Caves Rd Bldg A, West Lake Hills, TX, 78746

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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
January 2022 - Present · 4 yrs 1 mo
Frost Brokerage Services, INC.Broker
October 2019 - Present · 6 yrs 4 mos
Frost Brokerage Services, INC.
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Frost Investment Services
October 2019 - December 2021 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2019 · 6 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2019 · 6 yrs 11 mos
Chase Investment Services CORP.Broker
August 2012 - October 2012 · 2 mos
Chase Investment Services CORP.
August 2012 - October 2012 · 2 mos
Metlife Securities INC.Broker
January 2012 - June 2012 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.