George Venegas Pedraza
Investment adviser representative at Bok Financial Private Wealth, Inc.
18 yearsExperience
2 statesRegistered in
$3.7BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bok Financial Private Wealth, Inc.Nov 2025 to now
- Bok Financial Securities, Inc.Jun 2025 to now
- BOKF, NAJun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Jun 2025
- Capfinancial Partners, LLC. (captrust)Sep 2021 to May 2023
- CovenantJan 2021 to Sep 2021
- Wells Fargo BankMar 2017 to Oct 2020
- Wells Fargo Clearing ServicesMar 2017 to Oct 2020
- Wells Fargo Securities, LLCAug 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2385618
- Firm CRD
- 106733