Jonathon Durst Mcadams

Bok Financial Private Wealth, INC.

15 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh 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

Location

1600 Broadway, 4th Floor, Denver, CO, 80202

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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.

Employment History

Current Registrations

Bok Financial Private Wealth, INC.

May 2024 - Present · 1 yr 9 mos

Previous Registrations

Exencial Wealth Advisors

February 2022 - April 2023 · 1 yr 2 mos

Mariner Wealth Advisors

September 2021 - November 2021 · 2 mos

Aspireon Wealth Advisors, LLC

July 2019 - September 2020 · 1 yr 2 mos

Linscomb & Williams

April 2008 - June 2019 · 11 yrs 2 mos

State Registrations3 states

COOKTX

Advisor

Exams

No exam information available for this advisor.