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Jacqueline Ann Sheahan
Bok Financial Private Wealth, INC.
38 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Business Owners
High Net Worth
Bok Financial Private Wealth, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
25 advisors
Number of Clients
733 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$3.2B
Fee Structure
Minimum Investment:
$2.5M
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
January 2010
Closed-No Action
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
May 2018 - Present · 7 yrs 9 mos
Bok Financial Advisors
March 2005 - Present · 20 yrs 11 mos
Bok Financial Securities, INC.
Broker
April 2002 - Present · 23 yrs 10 mos
Previous Registrations
Bok Financial Asset Management, INC.
May 2019 - December 2021 · 2 yrs 7 mos
Huntington Capital CORP.
Broker
January 1993 - March 2002 · 9 yrs 2 mos
The Huntington Investment Company
Broker
April 1991 - January 1993 · 1 yr 9 mos
Chemical Securities, INC.
Broker
April 1987 - April 1991 · 4 yrs
State Registrations
12 states
AL
CA
CO
CT
GA
LA
MO
NC
NJ
NY
OK
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.