James Henry Wehner

Current Employers

Employment History

• 06/2003 → Present
  Bokf, Na
  Overland Park, KS
• 06/2003 → Present
  Bok Financial Securities, Inc.
  Overland Park, KS

Other Businesses

1) Name: Pin Oaks Flats, LLC Address: private residential address Prairie Village, KS 66207 Investment related (y/n): n Start date: May 2011 Position held: Co-owner/partner Nature of outside business: private recreational property Hrs/mo: 0 Hrs/mo during securities trading: 0 Brief description of duties: recreational hunting property 2) Name: Big Wehner Holdings, LLC Location: private residential address Prairie Village, KS 66207 Investment related (y/n): n Start date: September 2024 Position held: Owner/co-owner Nature of outside business: mineral rights and operating company for lease on land owned by Pin Oaks Flats Hrs/mo: 2 Hrs/mo during securities trading: 0 Brief description of duties: Owner of mineral rates and pumping of oil wells physically located on land owned by Pin Oak Flats. LLC will hire an operator for the wells. I will be Co Owner with my spouse who will be the managing partner of the LLC and be running the operations. Big Wehner Holdings, LLC owns 100% of Big Wehner Drilling, LLC which is the purchaser of the oil leases. 3) Name: WFM Group, LLC Location: Private residential address Prairie Village, KS 66207 Investment related (y/n): n Start date: June 2025 Position held: spouse of owner Nature of outside business: managing investment rental properties Hrs/mo: 0 Hrs/mo during securities trading: 0 Brief description of duties: Forming an LLC to manage the rental property my wife and I purchased. She will be running the company and I won't have any direct responsibilities with this company. The Property management LLC will handle the current house rental and any other investment properties that my wife and I might own in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-30
• S63 Uniform Securities Agent State Law Examination
  2003-09-17