Eduardo Cano
Investment adviser representative at Bok Financial Advisors
16 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
16 years in the industry.
- Bok Financial Securities, Inc.Mar 2026 to now
- BOKF, NAMar 2026 to now
- Cetera Investment Advisers LLCJun 2023 to Dec 2025
- Cetera Investments Services LLCJun 2023 to Dec 2025
- Hancock Whitney BankJun 2023 to Dec 2025
- PNC Investments LLCJul 2022 to Jun 2023
- JP Morgan Chase Bank, N.A.Sep 2019 to Jul 2022
- JP Morgan Securities, LLCSep 2019 to Jul 2022
- JP Morgan Chase Bank, N.A.Jul 2010 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5563683
- Firm CRD
- 17530