John Mark Johnston

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → 06/2017
  Bok Financial Securities, Inc.
  Tulsa, OK
• 02/2001 → 06/2017
  Bokf, Na
  Tulsa, OK
• 06/2017 → Present
  Wells Fargo Clearing Services Llc
  Tulsa, OK

Previous Registrations

• 2002-02-05 → 2017-07-17
  Bok Financial Securities, Inc.
  Broken Arrow, OK
  Tulsa, OK
  Broken Arrow, OK

Other Businesses

RENTAL PROPERTY; INV. RELATED; BROKEN ARROW, OK; OWNER WITH SPOUSE; START 2013; 2 HRS PER MONTH; 0 HRS DURING TRADING. OKLAHOMA CHRISTIAN UNIVERSITY; INV RELATED; EDMOND, OK; FINANCE ADVISORY COUNCIL; START 1/31/2018; 1 HR/MO; 1 HR DURING TRADING; LISTENING TO COLLEGE STUDENT RECOMMENDATIONS & PROVIDE FEEDBACK AS IT RELATES TO THEIR INVESTMENT RECOMMENDATION WITHOUT PROVIDING ANY SPECIFIC INVESTMENT ADVICE. FOURPOINTS ENERGY; INV RELATED; DENVER, CO; INHERITED MINERAL RIGHTS; LESS THAN 1% ROYALTIES; START 5/15/2011; 0 HR/MO; 0 DURING TRADING. JOHNSTON HOLDINGS LLC; INV RELATED; TULSA, OK; 100% OWNERSHIP; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; CRAFT ITEMS AND SELL THEM AT OPEN MARKET

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-13
• S65 Uniform Investment Adviser Law Examination
  1996-11-13