Bok Financial Securities, Inc
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About this Advisor
John Zver is a certified financial planner who works out of Houston, Texas with a total of 1 year of relevant experience. Zver currently works for Bok Financial Securities, Inc. Over the course of their career, Zver has held roles at Mbm Advisors Inc, Triad Advisors, Inc, Bok Financial Securities, Inc, Bok Financial Asset Management, Inc and Bokf, Na. Zver holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Bok Financial Securities, Inc is an advisory business operating out of Tulsa, OK. It has offices in 111 locations and a total of 155 financial advisors. It manages $739 million in total assets among its 3,217 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 3,217 client accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets. The company offers a number of services, such as 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 fees largely depend on which services the firm provides the client. However, fees billed by Bok Financial Securities, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Bok Financial Securities, Inc Brokerage Details
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
John Zver Work History
John has been registered as a financial advisor for 1 years.*
Bok Financial Securities, Inc
Bok Financial Asset Management, Inc
Mbm Advisors Inc
Triad Advisors, Inc
*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.
Please visit the SEC profile of John Zver 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
Overland Park, KS
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 firstname.lastname@example.org.
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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.