Rusty Jones
Rusty Jones is a registered investment advisor at Bok Financial Advisors, based in Midwest City, OK, with 24 years of industry experience. Rusty is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,334 clients with $1.1B 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.
Fee Estimator
Location
1500 South Midwest Blvd., Midwest City, OK, 73110
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Rusty runs a travel blog since August 2023, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations29 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.
Exams
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