Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Labouff is an investment advisor representative with Bok Financial Securities, Inc. Jason has been in the securities industry since November 2010. Jason has a Series 6, 7, and 66 license. Jason is registered in 32 states and is also an Investment Advisor Representative. Jason has experience in a variety of financial services industries including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., BancWest Investment Services, Inc., and Wachovia Securities, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
09/17/2018 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
12/05/2017 - 09/20/2018
BANCWEST INVESTMENT SERVICES, INC. (CUSHING OK)
OK
08/20/2014 - 11/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
07/13/2010 - 01/18/2012
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
OK
01/31/2007 - 03/27/2009
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
SC
11/14/2006 - 01/17/2007
WACHOVIA SECURITIES, LLC (COLUMBIA SC)
BOTH
Issued 09/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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