Bok Financial Securities, Inc
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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
Years of Experience
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Bok Financial Securities, Inc Brokerage Details
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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
Jacarri Williams Work History
Jacarri has 10 years of experience.
Bok Financial Securities, Inc
J.P. Morgan Securities LLC
University Of Dallas
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Nationwide Investment Advisors LLC
Nationwide Investment Services Corporation
Jacarri Williams has no disclosures.
Please visit their SEC profile for more details.