Jeffery ElswickCRD Number: 5413625
Current Firm: Frost Investment Advisors, LLC
Jeffery Elswick (CRD# 5413625) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 15 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
|Frost Investment Advisors, LLC||San Antonio, TX||Feb 2008 - Current||15|
|Frost National Bank||San Antonio, TX||Mar 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management3,910MILLIONS
Total Number of Accounts15ACCOUNTS
Average Account Value$260,665,597
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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