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Aaron Israelite

Bok Financial Advisors
30 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Bok Financial Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
137 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$263K average
Assets Under Management
$835.6M

Fee Structure

Minimum Investment:$1K

Location

7101 College Blvd, 10th Floor, Overland Park, KS, 66210-4035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bok Financial Advisors
May 2017 - Present · 8 yrs 9 mos
Bok Financial Securities, INC.Broker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Umb Financial Services, INC.
January 2012 - May 2017 · 5 yrs 4 mos
Umb Financial Services, INC.Broker
January 2011 - May 2017 · 6 yrs 4 mos
Banc of America Investment Services, INC.
August 2003 - March 2009 · 5 yrs 7 mos
Banc of America Investment Services, INC.Broker
April 2003 - March 2009 · 5 yrs 11 mos
Jones & Babson, INC.Broker
January 2002 - April 2003 · 1 yr 3 mos
Bma Financial Services, INC.Broker
October 1993 - December 2001 · 8 yrs 2 mos
W. S. Griffith & CO., INC.Broker
April 1992 - July 1992 · 3 mos
State Registrations8 states
CACOKSMONMOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.