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Joetta Cox

Bok Financial Advisors
22 Years of Experience
Tulsa, OK
1 DisclosureBroker
View SEC Summary
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Joetta Cox is a registered investment advisor at Bok Financial Advisors, based in Tulsa, OK, with 22 years of industry experience. Joetta 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.

Bok Financial Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6505 E 101st Street, Tulsa, OK, 74133

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bok Financial Advisors
December 2005 - Present · 20 yrs 10 mos
Bok Financial Securities, INC.Broker
December 2005 - Present · 20 yrs 10 mos
Previous Registrations
Morgan Stanley
May 2004 - November 2005 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
March 2004 - November 2005 · 1 yr 8 mos
State Registrations26 states
ARCACOFLGAILINKSKYLAMIMOMSNCNENMOKORPARISCTNTXVAWAWY
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.
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