Kaleb James Talbot

Current Employers

Employment History

• 11/2015 → 09/2016
  Morgan Stanley
  Baton Rouge, LA
• 09/2016 → 08/2018
  Jpmorgan Chase Bank
  Baton Rouge, LA
• 09/2016 → 08/2018
  Jp Morgan Securities Llc
  Baton Rouge, LA
• 02/2018 → 01/2020
  Panacea Solutions, Llc
  Baton Rouge, LA
• 10/2018 → 03/2022
  Kestra Investment Services, Llc.
  Baton Rouge, LA
• 10/2018 → 03/2022
  Kestra Advisory Services, Llc.
  Baton Rouge, LA
• 03/2022 → 01/2023
  Triad
  Norcross, GA
• 04/2022 → 01/2023
  Gallagher Fiduciary Advisors, Llc
  Baton Rouge, LA
• 03/2024 → Present
  Frost Bank
  Austin, TX
• 01/2025 → Present
  Frost Brokerage Services
  Austin, TX
• 01/2025 → Present
  Frost Investment Services
  Austin, TX
• 01/2022 → 03/2024
  Every Event Entertainment, Llc
  Austin, TX

Previous Registrations

• 2022-04-22 → 2023-01-31
  Gallagher Fiduciary Advisors, Llc
  Baton Rouge, LA
• 2018-11-01 → 2022-03-31
  Kestra Advisory Services, Llc
  Baton Rouge, LA
  Austin, TX
• 2016-09-20 → 2018-08-22
  J.P. Morgan Securities Llc
  Baton Rouge, LA
• 2016-02-09 → 2016-09-01
  Morgan Stanley
  Baton Rouge, LA

Other Businesses

(1) Frost Bank - Frost Wealth Advisors; Investment related; 111 West Houston Street, San Antonio, TX 78205; Fiduciary and Administrative Financial Services; Retirement Services Administrator; Started 01/2025; Approx. 120-160hrs/mo; Approx. 120-160hrs/mo; Manage and maintain investment accounts, including IRAs, retirement plans, and custody relationships, in an operational and administrative capacity. Ensure compliance, maintain accurate records, and do not provide security recommendations or portfolio management, which is handled by assigned portfolio managers. The role is salaried with no commission-based earnings or compensation tied to investment recommendations.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-09

Other Names

• Kaleb J Talbot
• Kaleb Talbot