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JA

Jeffrey J. Anderson

FROST BROKERAGE SERVICES
SAN ANTONIO, TX 78205
Some features on this profile are disabled
CRD#: 4972162
JA

Professional summary

Jeffrey Jay Anderson, who also goes by Jeff Anderson, Jeffrey Jay Anderson Mr, Jeffrey Anderson, is a registered financial professional currently at FROST BROKERAGE SERVICES, INC. located in San Antonio, Texas.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Anderson | Jeffrey Jay Anderson Mr | Jeffrey Anderson

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Jay Anderson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 14, 2023 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 111 W Houston Ste 100, San Antonio, TX 78205
BD
CRD#: 17465
SAN ANTONIO, TX
Past

September 25, 2007 - October 13, 2009

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

June 8, 2007 - July 21, 2020

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

June 8, 2007 - July 21, 2020

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

February 9, 2007 - June 11, 2007

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

February 9, 2007 - June 11, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX
Past

July 14, 2005 - March 2, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
HOUSTON, TX
Past

July 4, 2005 - March 2, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(10/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/27/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/8/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 9/10/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/10/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FB
FROST BROKERAGE SERVICES, INC.
FROST BROKERAGE SERVICES, INC. | FROST WEALTH MANAGEMENT

CRD#: 17465 / SEC#: , 8-35285

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
111 W. Houston Street, San Antonio, TX 78205
Mailing Address
P.o. Box 2538, San Antonio, TX 78299
Phone number
(210) 220-5000
Established
Texas since 03/21/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FROST BANKPARENT COMPANY
REPA, JACK BRANDONCHIEF COMPLIANCE OFFICER2558740
WALSH, CHRISTOPHER SCOTTPRESIDENT / CHIEF OPERATIONS OFFICER2580114

Disclosures

Regulatory Event4
Civil Event1
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FROST BROKERAGE SERVICES, INC.

CRD#: 17465San Antonio, TX 78205

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