Paula Jean Stewart

Employer firm

Bok Financial Securities, Inc. CRD 17530

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2010 → Present
  Bok Financial Securities, Inc.
  Oklahoma City, OK
• 10/2010 → Present
  Bokf, Na
  Oklahoma City, OK

Previous Registrations

• 2008-01-14 → 2010-09-17
  Phillips Capital Advisors, Inc.
  Oklahoma City, OK
• 2007-06-22 → 2008-01-04
  Chase Investment Services Corp.
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1) Name: Alpine Pools & Backyard Living Location: private residential address Tuttle, OK 73089 Investment related (y/n): n Start date: September 2024 Position held: co-owner Nature of outside business: pool construction Hrs/mo: 10 Hrs/mo during securities trading: 0 Brief description of duties: light secretarial duties on occasion

Exams

• S66 Uniform Combined State Law Examination
  2007-06-18
• S63 Uniform Securities Agent State Law Examination
  1996-02-05

Other Names

• Paula J Allen
• Paula Jean Chambers
• Paula Jean Allen