Jacarri
Williams

Bok Financial Securities, Inc

CRD#5158063
Investment Advisor
in Dallas, TX
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About this Advisor

Jacarri Williams is a certified financial planner who works in Dallas, Texas, who has 10 years in the industry. Williams is currently employed by Bok Financial Securities, Inc. Throughout their career, Williams has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Nationwide Investment Advisors LLC, Nationwide Investment Services Corporation, Bank Of America, N.A, J.P. Morgan Securities LLC, University Of Dallas, Ambit Energy, Bokf, Na and Bok Financial Securities, Inc. Williams maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Texas. Bok Financial Securities, Inc is a registered investment company that has its headquarters in Dallas, Texas. The investment advisory business has offices in 135 locations and a total of 225 advisors. It oversees $623 million in total assets among its 1,963 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 1,963 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a diverse set 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. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Bok Financial Securities, Inc can be comprised of some blend of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

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, Performance-based Fees

Disclosures

No

Office Location

7600 W. Northwest Highway
Dallas, TX 75225

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Bok Financial Securities, Inc Brokerage Details

Total Assets Under Management

$754,026,663

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

175

TX Average: 15
Total Number of Accounts

2,665

TX Average: 642
Average Account Size

$282,937

TX Average: $1,061,564

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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

Jacarri Williams Work History

Jacarri has 10 years of experience.

2018 - Present (1 year)

Bokf, Na

2018 - Present (1 year)

Bok Financial Securities, Inc

2014 - 2017 (3 years)

J.P. Morgan Securities LLC

2013 - 2014 (1 year)

University Of Dallas

2013 - 2014 (1 year)

Ambit Energy

2011 - 2014 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2014 (3 years)

Bank Of America, N.A

2008 - 2011 (3 years)

Nationwide Investment Advisors LLC

2008 - 2011 (3 years)

Nationwide Investment Services Corporation

Disclosures

Jacarri Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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