Jacob John Wire
Investment adviser representative at Bok Financial Advisors
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Bok Financial Securities, Inc.Jul 2025 to now
- BOKF, NADec 2020 to now
- U.S. Bancorp Investments, Inc.Nov 2018 to Dec 2020
- Raymond James & AssociatesMar 2017 to Nov 2018
- Valic Financial AdvisorsNov 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (OK).
Bok Financial Advisors
Legal name: Bok Financial Securities, Inc.
$1.1BAssets managed
3,334Clients
123Advisers
29 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
- 5502084
- Firm CRD
- 17530