Zebrick Yancarlo De Leon
Investment Adviser Representative at BOK Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zebrick Yancarlo De Leon is an investment adviser representative with BOK Financial Advisors in Phoenix, AZ, where they have been registered since 2025. They have worked in the securities industry since 2010 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
5 states and territories
Arizona, California, Colorado, Oklahoma, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2013 – Feb 2021Chandler, AZ
- BANK OF America, N.A.Jun 2013 – Feb 2021Chandler, AZ
- JP Morgan Securities, LLCFeb 2021 – Mar 2025Fountain Hills, AZ
- JP Morgan Chase BANK, N.A.Feb 2021 – Mar 2025Fountain Hills, AZ
- BOK Financial Securities, Inc.Mar 2025 – no end date reportedScottsdale, AZ
- BOKF, NAMar 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BOK Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 139
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Tulsa, OK
- SEC file number:
- 801-53600
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at BOK Financial Advisors
Showing 12 of 139 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zebrick Yancarlo De Leon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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