user avatar

Jacob Wire

Advisor at BOK Financial Securities, Inc.

Updated today
BOK Financial Securities, Inc. logo

Firm

BOK Financial Securities, Inc.

Location

Tulsa, OK 74172

Credentials

Series 63, Series 65

Industry experience

9 years

About

Jacob Wire is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Bokf, Na, U.S. Bancorp Investments, Inc., Raymond James & Associates, and Valic Financial Advisors. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains municipal-advisor registration alongside bank and affiliated investment entity relationships.

Client services

Based on BOK Financial Securities, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops
Furnishes advice about securities in any manner not described above.

Expertise

Based on BOK Financial Securities, Inc.

Wealth management Retirement income strategy Income planning Real estate investing

Fee options

Fixed

Flat fees for financial planning and consulting typically range from $50 to $10,000

Percentage

$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.75%

Commissions

Commission-based compensation offered outside the advisory program for investment and insurance products

Project-based

Financial planning and consulting hourly rate typically $50-$350/hour

Subscriptions

Annual retainer fees for financial planning and consulting range from $2,000 - $10,000 billed quarterly ($500 to $2,500 per quarter)

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000, may be waived by a designated supervisor Fee-only: Financial planning and consulting fees charged hourly ($50-$350/hour), flat fees ($50 to $10,000), or annual retainers ($2,000 - $10,000)

Location

One Williams Center

Tulsa, OK 74172

Most active in

Oklahoma

Work history

BOK Financial Securities, Inc.

2025 - Present (1 year)

Bokf, Na

2020 - Present (6 years)

U.S. Bancorp Investments, Inc.

2018 - 2020 (2 years)

Raymond James & Associates

2017 - 2018 (1 year)

Valic Financial Advisors

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
user avatar

Robert W

Series 66

Catoosa, OK

Midwest Financial Management, LLC

Active portfolio management Real estate investing

Autumn K

CFP®

Jenks, OK

Styled Wealth

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Dual Income Family Gen Y/Millennials (Born 1980-1995)
user avatar

Joshua H

Series 66

Tulsa, OK

Future U Financial Inc.

Options & derivatives strategies Real estate investing Annuities
user avatar

Marcus G

CFP®, CFA®, Series 65

Tulsa, OK

Gibbens Capital Management

Wealth management Business exit / sale strategy
user avatar

Shanda S

CFP®, Series 65

Broken Arrow, OK

Aspen Wealth Planners LLC

Cash flow / budgeting General estate planning guidance General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")