Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Managing Director / Director of Fixed Income / Senior Fund Manager / Co-Cio · Frost Investment Advisors, LLC

Jeffery A Elswick

CRD 5413625 · Named on Form ADV at one SEC-registered adviser

At a glance

Frost Investment Advisors, LLC, an SEC-registered asset manager based in SAN Antonio, TX with $5.4 billion in regulatory assets, lists Jeffery A Elswick on its Form ADV as Managing Director / Director of Fixed Income / Senior Fund Manager / Co-Cio, a control person.

Firms and roles

  • Frost Investment Advisors, LLCManaging Director / Director of Fixed Income / Senior Fund Manager / Co-CioAsset manager · SAN Antonio, TX · $5.4B in regulatory assets

AtlasMembers

Jeffery’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2008 (18 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jeffery’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Timothy P. AltreeManager / Managing Director /product Development and Asset Allocation, Frost Investment Advisors, LLC
  • Robert D. PfeiferManaging Director / Chief Compliance Officer, Frost Investment Advisors, LLC
  • Michael D. BensonManager, Frost Investment Advisors, LLC
  • Alan R. AdelmanSenior Research Analyst / Senior Fund Manager, Frost Investment Advisors, LLC
  • Carol J. SeverynManager, Frost Investment Advisors, LLC

5 more people named with Jeffery on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffery’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.