Jesse Jaco (CRD# 7490008) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 2 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Frost Brokerage Services, Inc. | San Antonio, TX | Jan 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | San Antonio, TX | Aug 2022 - Dec 2023 | 1 |
| Wells Fargo Bank, Na | San Antonio, TX | Aug 2022 - Dec 2023 | 1 |
| Jpmorgan Chase Bank, N.a. | San Antonio, TX | Nov 2021 - Aug 2022 | < 1 |
| J.p. Morgan Securities LLC | San Antonio, TX | Nov 2021 - Aug 2022 | < 1 |
| Wells Fargo | San Antonio, TX | Nov 2018 - Oct 2021 | 2 |
| Chase Bank, N.a. | San Antonio, TX | Apr 2017 - Oct 2018 | 1 |
| Alorica | San Antonio, TX | Oct 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management2,737MILLIONS
-
Total Number of Accounts2,792ACCOUNTS
-
Average Account Value$980,315
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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