Asa J. Villarreal
Professional summary
Asa Jared Villarreal, who also goes by Asa Jared VIllareal, Asa J Villarreal, Asa Jared Villarreal, Jared Villarreal, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in San Antonio, Texas and FROST BROKERAGE SERVICES, INC. located in San Antonio, Texas.
Asa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Asa has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Asa Jared Villarreal's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2024 - Present
FROST INVESTMENT SERVICES
Office #1: 111 West Houston Street, San Antonio, TX 78205May 21, 2024 - Present
FROST BROKERAGE SERVICES, INC.
Office #1: 111 W Houston Ste 100, San Antonio, TX 78205January 30, 2023 - May 8, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 30, 2023 - May 8, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 11, 2021 - October 14, 2022
BANKERS LIFE ADVISORY SERVICES, INC.
August 13, 2020 - October 14, 2022
BANKERS LIFE SECURITIES, INC.
August 15, 2019 - December 12, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
FROST INVESTMENT SERVICES
CRD#: 286129 / SEC#: 801-108754
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/10/2024)
(10/17/2025)
(10/28/2024)
(10/17/2025)
(11/19/2025)
(9/24/2024)
(12/10/2024)
(9/18/2024)
(4/10/2025)
(5/21/2024)
(5/21/2024)
(10/28/2024)
Exams
Series 7TO
Date: 6/2/2021
General Securities Representative ExaminationSeries 6TO
Date: 8/15/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FROST INVESTMENT SERVICES
CRD#: 286129 / SEC#: 801-108754
Contact information
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,179 |
| AUM (Assets Under Management) | $ 2,976,654,932 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2025 | ||
| 10/10/2024 | ||
| 11/27/2023 | ||
| 12/21/2022 |
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.
