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Justin Eric Davis

Investment Adviser Representative at Frost Investment Services

Fort Worth, TXCRD #2710377Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Justin Eric Davis is an investment adviser representative with Frost Investment Services in Fort Worth, TX, where they have been registered since 2023. They have worked in the securities industry since 1996 and have been registered with 5 firms, including PNC Investments and PNC Managed Account Solutions, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado, Florida, and Texas.

Office

640 Taylor St, Suite 1000
Fort Worth, TX 76102

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Florida, Texas
Broker:
15 states and territories

Arizona, California, Colorado, District of Columbia, Florida, Idaho, Illinois, Indiana, Kansas, Louisiana, New Mexico, New York, Oklahoma, Oregon, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/20/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 3/13/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/5/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Frost Investment ServicesCurrent
7/20/2023 – Fort Worth, TX
PNC Investments
8/18/2021 – 7/18/2023Flower Mound, TX
PNC Managed Account Solutions, Inc.
10/15/2010 – 8/17/2021Flower Mound, TX
St Johns Wealth Management
4/1/2010 – 10/15/2010Austin, TX
BBVA Compass Investment Solutions, Inc.
6/12/2002 – 3/10/2010Flower Mound, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Compass BANK
    Jun 1998 – Aug 2021Birmingham, AL
  2. BBVA Wealth Solutions Inc.
    Oct 2010 – Aug 2021Flower Mound, TX
  3. BBVA Securities Inc.
    May 2013 – Aug 2021Flower Mound, TX
  4. BBVA Compass Insurance Agency, Inc.
    Apr 2006 – Aug 2021Austin, TX
  5. PNC Investments
    Aug 2021 – Jul 2023Grapevine, TX
  6. Frost Brokerage Services, Inc.
    Jul 2023 – no end date reportedFort Worth, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

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 profile

Other advisors at Frost Investment Services

Showing 12 of 174 in the directory

View Frost Investment Services firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Eric Davis 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Justin Eric Davis (Frost Investment Services)