Zebrick Yancarlo De Leon

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

• 06/2013 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 06/2013 → 02/2021
  Bank Of America, N.A.
  Chandler, AZ
• 02/2021 → 03/2025
  Jp Morgan Securities, Llc
  Fountain Hills, AZ
• 02/2021 → 03/2025
  Jp Morgan Chase Bank, N.A.
  Fountain Hills, AZ
• 03/2025 → Present
  Bok Financial Securities, Inc.
  Scottsdale, AZ
• 03/2025 → Present
  Bokf, Na
  Scottsdale, AZ

Previous Registrations

• 2021-03-04 → 2025-03-30
  J.P. Morgan Securities Llc
  Fountain Hills, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Scottsdale, AZ
  San Pablo, CA
• 2013-10-07 → 2021-03-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2013-10-02
• S63 Uniform Securities Agent State Law Examination
  2010-07-20

Other Names

• Zebrick Yancarlo Martinez Ochoa
• Zebrick Yancarlo Martinez Ocho
• Zebrick Yancarlo Martinez
• Zebrick Yancarlo De Leon
• Zebrick Y De Leon
• Zebrick Y. De Leon