Brandon
Jaquis
Warburton Capital Management, LLC
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About this Advisor
Brandon Jaquis is a financial advisor working out of Tulsa, Oklahoma with a total of 4 years of industry experience. Jaquis currently works for Warburton Capital Management, LLC. During their career, Jaquis has held roles at Bloomsbury Farm, Cedar Rapids School District, Oral Roberts University, Verizon, Warburton Capital Management, LLC and John F. Kennedy High School. Jaquis has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Oklahoma. Warburton Capital Management, LLC is a business that has its headquarters in Tulsa, OK. It has $499 million in assets under management among its 1,103 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 1,103 customer accounts, 32% are held by high-net-worth individuals who have greater than $1 million in investable assets. Warburton Capital Management, LLC performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically depend on the type of services offered. Fees charged by Warburton Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Warburton Capital Management, LLC Brokerage Details
$498,629,087
9
1,103
$452,066
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brandon Jaquis Work History
Brandon has been registered as a financial advisor for 4 years.*
Warburton Capital Management, LLC
Verizon
Oral Roberts University
Cedar Rapids School District
Oral Roberts University
Bloomsbury Farm
John F. Kennedy High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Jaquis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Warburton Capital Management, LLC
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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