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Jessica R. Jones, ChFC, RICP

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T405-272-2557 jessica.jones@bokf.com
499 W Sheridan Ave., Suite 2542
Oklahoma City, Oklahoma 73102 Check the background of this investment professional on FINRA’s BrokerCheck Schedule an appointment

Jessica starts working with clients by asking them what they need that day.

"I like to ask what they hope to accomplish in the first appointment. I listen to my prospects and clients and pick up on their needs. Then I can determine how I can bring value and provide solutions."

She holds a Chartered Financial Consultant (ChFC) credential from The American College of Financial Services.

In her spare time, she enjoys reading novels, volunteering at Focus on Home, being a cheer mom, traveling with her husband, and loving her toy poodle dog, Ellie.

She feels being a woman sets her apart, and it's important for her clients to know she's an active listener and looks at clients' whole picture, not just one part.

"I give them the floor to freely share their goals and let them know how I can partner with them to help attain their goals. I bring compassion and empathy to each situation I'm faced with."

Jessica Jones

Jessica R. Jones

Senior Financial Advisor CRD#: 5513061 BOK Financial Advisors Logo

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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.