Best Investors Account Sign in
Claim This Profile
Employer firm

Frost Investment Services CRD 286129

$3.67B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Frost Investment Services

111 West Houston Street, San Antonio, TX 78205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-25
  • TX RA
    APPROVED
    Since 2026-02-25

Branch Locations

2950 N Harwood St Suite 100, Dallas, TX 75201 • United States

111 West Houston Street, San Antonio, TX 78205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Rowlett TX 08/2015 11/2022
Jpmorgan Chase Bank Rowlett TX 08/2015 11/2022
Frost Brokerage Services, Inc. Houston TX 12/2022 Present
Frost Brokerage Services, Inc. Wylie TX 12/2022 Present
  • 08/2015 → 11/2022
    Jp Morgan Securities Llc
    Rowlett, TX
  • 08/2015 → 11/2022
    Jpmorgan Chase Bank
    Rowlett, TX
  • 12/2022 → Present
    Frost Brokerage Services, Inc.
    Houston, TX
  • 12/2022 → Present
    Frost Brokerage Services, Inc.
    Wylie, TX
Other Businesses

(1) Texas Association of Sports Officials; Not investment related; 1221 West Campbell Road, Suite 141, Richardson, TX 75080; High School Sports; Football Referee; Started 9/2025; Approx. 35hrs/mo.; Not during securities trading hrs.; Referee high school football.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
S63 Uniform Securities Agent State Law Examination 2010-07-14
  • S66 Uniform Combined State Law Examination
    2026-02-20
  • S63 Uniform Securities Agent State Law Examination
    2010-07-14
Other Names
  • Eric L Chapman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor