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Donald Colby Johnson

Investment adviser representative at Bok Financial Advisors
16 yearsYears since first job or exam
1 stateRegistered in
$1.1B
29 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

16 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Bok Financial Securities, Inc.Jun 2025 to now
  2. BOKF, NAJun 2025 to now
  3. UnemployedJan 2025 to Jun 2025
  4. Fidelity InvestmentsDec 2021 to Jan 2025
  5. Texas RoadhouseJul 2021 to Dec 2021
  6. UnemployedMay 2021 to Jul 2021
  7. Oklahoma City Community CollegeAug 2019 to Dec 2019
  8. Oklahoma City Community CollegeAug 2018 to Dec 2018
  9. Ferguson Buick; GMCAug 2017 to Apr 2021
  10. Oklahoma State University- Oklahoma CityAug 2017 to May 2018
  11. Braum's Ice Cream and Dairy StoresMay 2017 to Jul 2017
  12. Oklahoma City Community CollegeAug 2016 to May 2017
  13. Dibble SchoolDec 2010 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Bok Financial Advisors

Legal name: Bok Financial Securities, Inc.

$1.1B
3,334Clients
123Advisers
29 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7482085
17530
Advisor's SEC record (opens in a new tab)
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