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Current Employers
Frost Investment Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-02
  • TX RA
    APPROVED
    Since 2023-11-02

Branch Locations

1700 Post Oak Blvd Suite 120, Houston, TX 77056 • 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
Northwestern Mutual Life Insurance Company College Station TX 06/2017 07/2019
Northwestern Mutual Investment Services Llc College Station TX 06/2017 07/2019
Reynolds And Reynolds College Station TX 05/2014 04/2017
Unemployed College Station TX 05/2017 06/2017
Jp Morgan Chase Bank, N.A. College Station TX 07/2019 10/2023
J.P. Morgan Securities Llc College Station TX 07/2019 10/2023
Frost Brokerage Services, Inc. College Station TX 10/2023 Present
Frost Bank College Station TX 10/2023 Present
  • 06/2017 → 07/2019
    Northwestern Mutual Life Insurance Company
    College Station, TX
  • 06/2017 → 07/2019
    Northwestern Mutual Investment Services Llc
    College Station, TX
  • 05/2014 → 04/2017
    Reynolds And Reynolds
    College Station, TX
  • 05/2017 → 06/2017
    Unemployed
    College Station, TX
  • 07/2019 → 10/2023
    Jp Morgan Chase Bank, N.A.
    College Station, TX
  • 07/2019 → 10/2023
    College Station, TX
  • 10/2023 → Present
    Frost Brokerage Services, Inc.
    College Station, TX
  • 10/2023 → Present
    Frost Bank
    College Station, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-27
S63 Uniform Securities Agent State Law Examination 2018-09-10
  • S66 Uniform Combined State Law Examination
    2022-04-27
  • S63 Uniform Securities Agent State Law Examination
    2018-09-10
Other Names
  • Jake Dillon Fortenberry
  • Jake Dillon Fortenberry
  • Jake Fortenberry

View on SEC IAPD

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