Albuquerque, NM Juan Tabo NE Office

Jeremy Aguilar is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, OSAIC, The Ameriflex Group, Sagepoint Financial, CUSO Financial Services, and Nusenda Credit Union. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies, and is affiliated with a bank holding company and various investment entities.

Gerald Montoya is a financial advisor at BOK Financial Securities, Inc. with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOK Financial entities since 2023, following prior roles at Wells Fargo Clearing and US Eagle FCU. BOK Financial Advisors serves a diverse clientele including individual, high-net-worth, corporate, and institutional clients such as municipalities and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor guidance with research-driven asset allocation and manager selection.