TrueAdvisor
TrueAdvisor
AV
AV

Asa Jared Villarreal

Frost Investment Services
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
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

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 Brokerage Services, INC.Broker
May 2024 - Present · 1 yr 9 mos
Frost Investment Services
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - May 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - May 2024 · 1 yr 4 mos
Bankers Life Advisory Services, INC.
October 2021 - October 2022 · 1 yr
Bankers Life Securities, INC.Broker
August 2020 - October 2022 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
August 2019 - December 2019 · 4 mos
State Registrations11 states
ALARCOFLGAMSNJPATNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.