Jessica
Thompson
Cavanal Hill Investment Management, Inc
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About this Advisor
Jessica Thompson is a financial advisor based in Tulsa, Oklahoma, working with Cavanal Hill Investment Management, Inc. Jessica has previously held positions at Bokf, N.A, Cavanal Hill Distributors, Inc, and Cavanal Hill Investment Management, Inc. Jessica has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Jessica is part of Cavanal Hill Investment Management, Inc, which operates out of Tulsa, Oklahoma. The firm has 1 office and 50 employees. The firm manages assets totaling $11.6 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Cavanal Hill Investment Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Cavanal Hill Investment Management, Inc Brokerage Details
$11,569,058,289
50
2,265
$5,107,752
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jessica Thompson Work History
Cavanal Hill Distributors, Inc
Cavanal Hill Investment Management, Inc
Bokf, N.A
Disclosures
Please visit the SEC profile of Jessica Thompson 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 Cavanal Hill Investment Management, Inc
Tulsa, OK
Tulsa, OK
Tulsa, OK
Richardson, TX
Denver, CO
Denver, CO
Tulsa, OK
Tulsa, 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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