Faith Morris
Investment Adviser Representative at Frost Investment Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Faith Morris is an investment adviser representative with Frost Investment Services in San Antonio, TX, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Transamerica Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
17 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Michigan, Mississippi, Missouri, Ohio, Oregon, South Carolina, Texas, Utah, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncOct 2018 – Oct 2022San Antonio, TX
- World Financial Group, Inc.Aug 2016 – Oct 2022San Antonio, TX
- Coldwell Banker D'ann Harper RealtorsAug 2016 – Nov 2016San Antonio, TX
- United Health ProducersOct 2016 – Oct 2018San Antonio, TX
- 3d Realty AND Property ManagementDec 2016 – Jan 2021San Antonio, TX
- GOLF CLUB OF Texas, SAN AntonioMar 2019 – Aug 2019San Antonio, TX
- HumanaFeb 2022 – Nov 2022Louisville, KY
- United Health CAREMar 2022 – Nov 2022Minnetonka, MN
- AetnaApr 2022 – Nov 2022Hartford, CT
- WellcareApr 2022 – Nov 2022St Louis, MO
- J.p. Morgan Securities LLCJul 2023 – Oct 2023San Antonio, TX
- UnemployedDec 2022 – Jun 2023San Antonio, TX
- Frost Brokerage Services, IncJan 2024 – no end date reportedSan Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Frost Investment Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 174
- Offices listed on AdvisorFinder:
- 26
- Main office:
- San Antonio, TX
- SEC file number:
- 801-108754
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Frost Investment Services
Showing 12 of 174 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Faith Morris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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