Jack Brandon Repa
Professional Summary
Jack Brandon Repa, who also goes by Jack B Repa, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in Houston, Texas and FROST BROKERAGE SERVICES, INC. located in Houston, Texas. Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jack has worked at 12 firms and has passed the Series 66, Series 63, Series 57TO, Series 52TO, SIE, Series 55,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack B Repa
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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ALLWORTH FINANCIAL, L.P.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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ALLWORTH FINANCIAL, L.P.
POST OAK PRIVATE WEALTH ADVISORS
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Current Firm
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC
Contact Information
Main Address
111 West Houston Street, San Antonio, TX 78205Mailing Address
Po Box 2538, San Antonio, TX 78299Phone Number
(210) 220-5000# of Employees
177SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,656AUM (Assets Under Management)
$3,671,190,351Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2026 | Cover Page | Report |
| 12/12/2025 | Cover Page | Report |
| 10/10/2024 | Cover Page | Report |
| 11/27/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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ALLWORTH FINANCIAL, L.P.
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Primary Firm SEC Registration
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
(11/18/2022)
(11/18/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Oct 2011Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Feb 2006About the Series 87 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1994About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jack Brandon Repa's CRS (Customer Relationship Summary).
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