JW
JW
Jane Wakely
2 Years of Experience
San Antonio, TX
2 DisclosuresBroker
Jane Wakely is a registered investment advisor at Frost Investment Services, based in San Antonio, TX, with 2 years of industry experience. Jane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,656 clients with $3.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
162 advisors
IM Fee
Planning only
Assets Under Management
$3.7B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
1155 NE Loop 410, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020Final
Financial
October 2017Final
Employment History
Current Registrations
Frost Investment Services
February 2025 - Present · 1 yr 8 mos
Frost Brokerage Services, INC.Broker
August 2024 - Present · 2 yrs 2 mos
State Registrations14 states
AZCACOFLGALANENMNVOKORSCTXVA
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.
More Advisors
- Thomas Welch, CFPFrost Investment Services
- Joshua Black, CFPFrost Investment Services
- Faith Morris, ChFCFrost Investment Services
- Denise HenkFrost Investment Services
- Innis Glover, CFPFrost Investment Services
- Cody Evans, CFA, CFPFrost Investment Services