JL
JL
Jason Liles
27 Years of Experience
Oklahoma City, OK
1 DisclosureBroker
Jason Liles is a registered investment advisor at Bok Financial Advisors, based in Oklahoma City, OK, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
142 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$263K average
Assets Under Management
$835.6M
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK, 73102
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2003Settled
Employment History
Current Registrations
Bok Financial Advisors
February 2002 - Present · 24 yrs 3 mos
Bok Financial Securities, INC.Broker
June 2001 - Present · 24 yrs 11 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
May 1998 - June 2001 · 3 yrs 1 mo
State Registrations22 states
ARCACOCTFLILKSMONCNENVNYOKORSDTNTXUTVAWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.