Zebrick Yancarlo De leon
Investment adviser representative at Bok Financial Advisors
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 yearsFirm in business
Are you Zebrick Yancarlo De leon? Claim your profile
Contact this firm
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
13 years in the industry.
- Bok Financial Securities, Inc.Mar 2025 to now
- BOKF, NAMar 2025 to now
- JP Morgan Chase Bank, N.A.Feb 2021 to Mar 2025
- JP Morgan Securities, LLCFeb 2021 to Mar 2025
- Bank of America, N.A.Jun 2013 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5790397
- Firm CRD
- 17530