Robert Jones is a registered investment advisor at Bok Financial Advisors, based in Oklahoma City, OK, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,179 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. For clients with assets in the Program of less than $75,000, you may pay a rate that is greater than the rate specified in the annual fee schedule.
Fee Estimator
Location
499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK, 73102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Northern Trust Securities, INC.Broker
Northern Trust Investments, Incorporated
Western International Securities, INC.Broker
Scf Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Next Financial Group, INC.Broker
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Sentra Securities CORP
Sunamerica Securities, INC.Broker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Sunamerica Capital Services, INC.Broker
Sentra Securities CorporationBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.