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Jacqueline Sheahan
38 Years of Experience
1 DisclosureBroker
Jacqueline Sheahan is a registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 38 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management. Their firm serves 733 clients with $3.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)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
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable at the Firm's discretion. Breakpoints apply to relationships exceeding $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2010Closed-No Action
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
May 2018 - Present · 7 yrs 11 mos
Bok Financial Advisors
March 2005 - Present · 21 yrs 1 mo
Bok Financial Securities, INC.Broker
April 2002 - Present · 24 yrs
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 CompanyBroker
April 1991 - January 1993 · 1 yr 9 mos
Chemical Securities, INC.Broker
April 1987 - April 1991 · 4 yrs
State Registrations12 states
ALCACOCTGALAMONCNJNYOKTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.