Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Jones has been in the financial services industry since 2009. Jessica is currently registered with BOK Financial Securities, Inc. in Oklahoma City, OK and has been registered with the firm since 2014. Previously, Jessica was registered with BANCWEST INVESTMENT SERVICES, INC. and METLIFE SECURITIES INC. Jessica holds a Series 7, Series 66, Series 52TO, and SIE licenses. Jessica is a Chartered Financial Consultant. Jessica is licensed to provide investment advisory services in 27 states.
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
06/30/2014 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
06/12/2013 - 07/01/2014
BANCWEST INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
OK
08/10/2009 - 05/07/2013
METLIFE SECURITIES INC. (OKLAHOMA CITY OK)
BOTH
Issued 04/12/2013
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 08/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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