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Jerry Keith Williams

BOK FINANCIAL SECURITIES, INC.·TULSA, Oklahoma
SIE, Series 7, Series 24, Series 53, Series 57, Series 63Clean recordBOK FINANCIAL SECURITIES, INC.
ONE WILLIAMS CENTER, TULSA, OK 74102CRD# 2163458Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Keith Williams · TULSA, OK
Registration
CRD #2163458 · BOK FINANCIAL SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 57
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BOK FINANCIAL SECURITIES, INC.
CRD 17530 · SEC 801-53600
AUM
$738M
Regulatory assets under management
Employees
165
3,101 client accounts
Services offered by BOK FINANCIAL SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BOK FINANCIAL SECURITIES, INC. →
Introduction

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04

Frequently Asked Questions

What services does Jerry Keith Williams offer?
Jerry Keith Williams specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Jerry Keith Williams's credentials?
Jerry Keith Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Keith Williams located?
Jerry Keith Williams is based in TULSA, Oklahoma, working with BOK FINANCIAL SECURITIES, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Jerry Keith Williams charge for services?
Jerry Keith Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOK FINANCIAL SECURITIES, INC.?
BOK FINANCIAL SECURITIES, INC. has approximately 165 employees and manages $738M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOK FINANCIAL SECURITIES, INC.

Scott Bradley Grauer
TULSA, OK
Brett Alan Dean
TULSA, OK
James Bradford Steele
TULSA, OK
Jon Craig Swanson
TULSA, OK
Arthur Donald Jr Robb
TULSA, OK
Brenda Kay Garcia
TULSA, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
OKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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