Jason
Labouff

Bok Financial Securities, Inc

CRD#4993905
Investment Advisor
in Tulsa, OK

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About this Advisor

Jason Labouff is a financial advisor based in Tulsa, Oklahoma, working with Bok Financial Securities, Inc. Jason has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Bancwest Investment Services, Bank Of The West, Bok Financial Securities, Inc, and Bokf, Na. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma. Currently, Jason is part of Bok Financial Securities, Inc, which operates out of Tulsa, Oklahoma. The firm has 109 offices and 165 employees. The firm manages assets totaling $737.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Bok Financial Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6036 South Yale
Tulsa, OK 74135

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$737,556,409

OK Average: $681,523,814
Total Number of Employees

165

OK Average: 15
Total Number of Accounts

3,101

OK Average: 642
Average Account Size

$237,845

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Labouff Work History

2018 - Present (6 years)

Bok Financial Securities, Inc

2018 - Present (6 years)

Bokf, Na

2017 - 2018 (1 year)

Bancwest Investment Services

2017 - 2018 (1 year)

Bank Of The West

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Bank Of America N.A

Disclosures

Please visit the SEC profile of Jason Labouff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bok Financial Advisors

Hunter Woody
Fort Worth, TX
Ashlyn Phelps
Tulsa, OK
Stephen Brown
Oklahoma City, OK
William Bowers
Oklahoma City, OK
Heath Demarcy
Muskogee, OK
Ashley Rowland
Oklahoma City, OK
Jessica Jones
Oklahoma City, OK
Marshea Lewis
Bartlesville, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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