Fenny Jie, financial advisor Tulsa OK
88 score

Fenny Jie

CRD Number: 6393029
Current Firm: Bok Financial Advisors

Fenny Jie (CRD# 6393029) is an Investment Advisor Representative working at Bok Financial Advisors in Tulsa, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bokf, Na Tulsa, OK Sep 2014 - Current 2
Bank Of Oklahoma Tulsa, OK Sep 2014 - Current 2
Bosc, Inc. Tulsa, OK Sep 2014 - Current 2
Pricewaterhousecoopers, LLP Tulsa, OK Sep 2011 - Sep 2014 3
24 Hour Fitness Houston, TX Mar 2011 - Aug 2011 < 1
Sullivans Steakhouse Houston, TX Jan 2011 - Mar 2011 < 1
The University Of Texas At Austin Austin, TX Sep 2008 - Dec 2010 2
The University Of Texas At Austin Austin, TX Aug 2006 - Dec 2010 4
Pricewaterhousecoopers, LLP Houston, TX Jan 2010 - Mar 2010 < 1
Alief Taylor High School Houston, TX Sep 2002 - Aug 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Fenny Jie
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
88
Clean Record
This advisor has a clean track record with regulators.

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