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Kaleb Talbot

8 Years of Experience
San Antonio, TX
Broker

Kaleb Talbot is a registered investment advisor, based in San Antonio, TX, with 8 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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Other Business Activities

Kaleb works for Frost Bank - Frost Wealth Advisors as a Retirement Services Administrator, starting in January 2025. This role involves managing and maintaining investment accounts in an operational and administrative capacity and takes nearly full-time hours.

Employment History
Current Registrations
Frost Brokerage Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Frost Investment Services
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Gallagher Fiduciary Advisors, LLC
April 2022 - January 2023 · 9 mos
Triad Advisors LLCBroker
March 2022 - February 2023 · 11 mos
Kestra Investment Services, LLCBroker
November 2018 - March 2022 · 3 yrs 4 mos
Kestra Advisory Services, LLC
November 2018 - March 2022 · 3 yrs 4 mos
J.P. Morgan Securities LLC
September 2016 - August 2018 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
September 2016 - August 2018 · 1 yr 11 mos
Morgan Stanley
February 2016 - September 2016 · 7 mos
Morgan StanleyBroker
January 2016 - September 2016 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.