Wealth Management

Jefferson Bank is a trusted source for managing and protecting your family's assets

As a family-owned business, we understand the importance of establishing long-term financial plans. Our talented wealth management professionals work as trusted advisors to our clients — offering investment and retirement planning, trust and estate services as well as personalized, private banking solutions.

 

 

For more than 70 years, we have provided generations of South Texas families with a full spectrum of wealth management services, delivered with the personal attention and integrity that is the hallmark of Jefferson Bank.
 

Notices & Disclosures

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below: