Unclaimed
Rusty Clayton Jones is a financial advisor with BOK Financial Securities, Inc. in MIDWEST CITY, OK. Rusty has been in the securities industry since December 2001. Rusty holds the following licenses: Series 63, Series 66, Series 7, and SIE. Rusty's experience includes working with clients in the following areas: corporations or other businesses, individuals other than high net worth individuals, 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.
1
2
OK
12/05/2012 - Present
BOK Financial Securities, Inc. (MIDWEST CITY OK)
OK
12/18/2001 - 11/27/2012
ARVEST ASSET MANAGEMENT (SHAWNEE OK)
BOTH
Issued 12/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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