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Robert David Jones

Bok Financial Securities, Inc.

Oklahoma City, OK

San Diego, CA

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Current Employers
Bok Financial Securities, Inc.

One Williams Center Plaza Southeast, Tulsa, OK 74102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-29
  • CA RA
    APPROVED
    Since 2025-04-29

Branch Locations

499 West Sheridan Avenue 25Th, 26Th And 27Th Floors, Oklahoma City, OK 73102 • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, L.P. San Diego CA 02/2004 02/2023
Northern Trust Investments, Inc. Chicago IL 02/2023 05/2024
Northern Trust Securities, Inc. Chicago IL 08/2023 05/2024
Unemployed San Diego CA 05/2024 08/2024
Independent Financial Group, Llc San Diego CA 08/2024 04/2025
Bok Financial Securities, Inc. San Diego CA 04/2025 Present
Bokf, Na San Diego CA 04/2025 Present
  • 02/2004 → 02/2023
    Cuso Financial Services, L.P.
    San Diego, CA
  • 02/2023 → 05/2024
    Northern Trust Investments, Inc.
    Chicago, IL
  • 08/2023 → 05/2024
    Northern Trust Securities, Inc.
    Chicago, IL
  • 05/2024 → 08/2024
    Unemployed
    San Diego, CA
  • 08/2024 → 04/2025
    Independent Financial Group, Llc
    San Diego, CA
  • 04/2025 → Present
    Bok Financial Securities, Inc.
    San Diego, CA
  • 04/2025 → Present
    Bokf, Na
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-15
S63 Uniform Securities Agent State Law Examination 2001-07-10
  • S65 Uniform Investment Adviser Law Examination
    2002-07-15
  • S63 Uniform Securities Agent State Law Examination
    2001-07-10
Other Names
  • Robert D. Jones
  • Rob Jones

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
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UBS FINANCIAL SERVICES INC. · Oklahoma City, OK
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