Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Liles is an investment advisor representative at Bok Financial Securities, Inc. Jason has been in the securities industry since 1998 and has experience in various aspects of financial planning and investment management. Jason is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 31, Series 63, and Series 65 licenses. Jason is also registered to provide investment advice in Oklahoma and is licensed in various other states. Jason's current employer is Bok Financial Securities, Inc., and his previous employer was Morgan Stanley DW Inc.
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
02/05/2002 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
NY
05/26/1998 - 06/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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