Jessica
Jones
Bok Financial Securities, Inc
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About this Advisor
Jessica Jones is a chartered financial consultant operating in Oklahoma City, Oklahoma, who has 9 years of relevant experience. Jones is an advisor for Bok Financial Securities, Inc. During their career, the advisor has held roles at Walt Corbett, Metlife Securities, Inc, Metropolitian Life Insurance Co, Bank Of The West, Bancwest Investment Services, Bok Financial Securities, Inc and Bokf, Na. Jones has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas, Kansas, Missouri, Oklahoma and Texas. Bok Financial Securities, Inc is a registered investment firm headquartered in Tulsa, OK. The investment advisory business has offices in 111 locations and a total of 155 advisors. It controls $739 million in total assets between its 3,217 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 3,217 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a broad range of services, including 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. Financial management fee schedules typically vary depending on the services. However, fees billed by Bok Financial Securities, Inc can consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
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
Jessica Jones Work History
Jessica has been registered as a financial advisor for 9 years.*
Bok Financial Securities, Inc
Bokf, Na
Bank Of The West
Bancwest Investment Services
Metlife Securities, Inc
Metropolitian Life Insurance Co
Walt Corbett
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Jones 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
Tulsa, OK
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Fort Worth, TX
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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