Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Brent Johnson is a financial advisor who has been in the industry since August 1999. Jeremy is currently registered with BOK Financial Securities, Inc. and has been with the firm since July 2005. He is also registered as an investment advisor representative in Oklahoma. Jeremy has a wide range of experience in the financial services industry, including previous roles with Nationwide Investment Services Corporation, T.S. Phillips Investments, Inc., Prudential Securities Incorporated, and Morgan Stanley DW Inc. He holds licenses for Series 66, SIE, and Series 7. Jeremy provides advisory services to a wide range of clients, including individuals, businesses, corporations, and charitable organizations.
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.
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2
OK
07/06/2005 - Present
BOK Financial Securities, Inc. (TULSA OK)
OH
06/25/2004 - 07/07/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OK
03/31/2003 - 06/23/2004
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
NY
06/11/2001 - 03/17/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/28/1999 - 06/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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