Jason Ray

Jason Ray

Jason Ray

Personal Trust Market Manager

BOK Financial Private Wealth

Expertise

  • Retirement Planning
  • Succession Planning
  • Trust Services

Jason Ray manages personal trust markets in Arizona and New Mexico. Prior to joining BOKF in 2019, Ray practiced law for 10 years in trusts and estates. He was selected as a Rising Star in 2014 by Super Lawyers. His extensive experience is a valuable asset to company clients.

Ray earned his bachelor’s degree from Arizona State University and Juris Doctor from the William S. Boyd School of Law at the University of Nevada-Las Vegas. He also earned a Master of Laws in taxation at the University of Denver Sturm College of Law. Ray also holds a certification as a Chartered Advisor in philanthropy.

Outside of the office, Ray enjoys hiking, music and spending time with his family. He is involved with several nonprofit organizations and is a frequent speaker on topics related to estates and trusts.

BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

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.

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.

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.

The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.

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