Jeremy Aguilar
Investment adviser representative at Bok Financial Advisors
11 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
11 years in the industry.
- Bok Financial Securities, Inc.Jan 2026 to now
- BOKF, NAJan 2026 to now
- Madison Avenue SecuritiesJul 2025 to Dec 2025
- Mirau Capital ManagementJul 2025 to Dec 2025
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- The Ameriflex GroupSep 2022 to Jun 2025
- Sagepoint FinancialOct 2021 to Jun 2025
- Cuso Financial Services, LPMay 2016 to Oct 2021
- Nusenda Credit UnionSep 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 5661201
- Firm CRD
- 17530