Unclaimed Profile

Jon Craig Swanson

BOK FINANCIAL SECURITIES, INC.·TULSA, Oklahoma

BOK FINANCIAL SECURITIES, INC.

ONE WILLIAMS CENTER, TULSA, OK 74102CRD# 5010899Firm CRD# 17530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Craig Swanson · TULSA, OK

Registration

CRD #5010899 · BOK FINANCIAL SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Jon Craig Swanson is a registered financial advisor based in TULSA, Oklahoma, affiliated with BOK FINANCIAL SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL ADVISORS

AUM

$738M

Regulatory assets under management

Employees

165

Total firm employees

View all advisors at BOK FINANCIAL SECURITIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5010899

Firm CRD# 17530

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jon Craig Swanson offer?

Jon Craig Swanson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Jon Craig Swanson's credentials?

Jon Craig Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Craig Swanson located?

Jon Craig Swanson 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 Jon Craig Swanson charge for services?

Jon Craig Swanson'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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