Rusty Jones, financial advisor Midwest City OK
83 score

Rusty Jones

CRD Number: 4477697
Current Firm: Bok Financial Advisors

Rusty Jones (CRD# 4477697) is an Investment Advisor Representative working at Bok Financial Advisors in Midwest City, OK and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of Oklahoma Oklahoma City, OK Nov 2012 - Current 4
Bosc, Inc. Oklahoma City, OK Nov 2012 - Current 4
Arvest Asset Management Norman, OK Nov 2001 - Nov 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Dec 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Rusty C. Jones
Phone Number: 877-781-6889
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    1,682
    ACCOUNTS
  • Average Account Value
    $337,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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