Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Oklahoma City
29yrs
Hal Jerome Brown
Financial advisor at BOK Financial Advisors
At a glance
Experience29 years (since 1997)
How that compares ?Top 13% by experience at BOK Financial Advisors
Office499 West Sheridan Avenue 25th, 26th And 27th Floors, Oklahoma City, OK 73102
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through BOK Financial Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowBOK Financial Securities, Inc.Current firm
Questions to ask Hal
Tailored to Hal’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Hal
How do I contact Hal?
Call BOK Financial Advisors at 877-781-6889 and ask for Hal Jerome Brown. Hal works from the Oklahoma City, OK office.
How long has Hal been a financial advisor?
Hal has been in the industry since 1997, about 29 years. Top 13% by experience at BOK Financial Advisors.
What licenses does Hal hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Hal a fiduciary?
Hal is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hal paid?
BOK Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Hal for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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