Monticello Wealth Management

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AN INTEGRATED APPROACH TO WEALTH MANAGEMENT.

The Monticello Wealth Management at Jefferson Bank brings a long term approach to both your investment and cash management needs by developing and executing practical solutions. We do this through the construction of diversified investment portfolios and personalized banking solutions.

Learn more by visiting the Monticello Wealth Management website. 

 

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

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC.

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:

  • In Person or U.S.
  • Mail: 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • Website: www.dob.texas.gov.