Jonathan Hall Warburton Capital Management
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FOR IMMEDIATE RELEASE

JONATHAN HALL – NEW ACADEMIC AND PROFESSIONAL CREDENTIALS

Warburton Capital Management is pleased to announce that Jonathan Mark Hall has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

Jonathan also recently supplemented his two Bachelor’s Degrees and MBA by completing the coursework for a Master’s of Science in Financial Services (MSFS) from the Haub School of Business at Saint Joseph’s University.

In addition to these achievements, Jonathan is serving as an Adjunct Professor in Oral Roberts University’s College of Business, teaching the Finance course “Personal Financial Planning,” which covers investments, property and casualty insurance, health insurance, life insurance, tax planning, retirement planning, and estate planning.

“We are very pleased with and inspired by Jonathan’s service to our community, our clients, our enterprise and the love of his family,” Morley said. “Please join us in congratulating Jonathan on his recent achievements and ongoing commitment to professionalism.”

Jonathan Hall has been with Warburton Capital Management since May of 2013.  He is a partner of the firm, and while serving a number of clients personally as their Financial Advisor, he also serves the enterprise as Vice President, Chief Operating Officer and Chief Compliance Officer.  Jonathan is married to Deanna, a Registered Nurse (RN), and they have a one-year-old daughter.

Warburton Capital Management (WCM) was founded in Tulsa in 2006.  WCM is a Registered Investment Advisory (RIA) firm operating as a Fee Only Fiduciary and provides investment advisory and wealth management services to business owners, professionals, corporate executives, individuals, families, endowments and foundations.  The offices of the Firm are located in First Place Tower at 15 East Fifth Street, Suite 3675, Tulsa, Oklahoma, 74103.

Warburton Capital Management

Phone: 918-794-3000

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Author: Warburton Capital

Jonathan Hall is the CEO and President of Warburton Capital Management and a member of the Board of Directors. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013. As President of Warburton Capital, he manages day-to-day operations, leads the firm’s advisory and operations teams, and directs efforts to attract and retain talent. As a member of the firm’s Board of Directors, he works with the firm’s Founding Principal and the Board of Directors to derive and implement strategic decisions regarding the direction of the firm such as mergers and acquisitions, new lines of business, and business development. Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner; he guides his clients through a life of financial purpose, helping them to define and achieve their goals as a fee-only fiduciary financial advisor. Jonathan earned a B.A. in History, a B.A. in Government, and an M.B.A. from Oral Roberts University, where he served as President of the ORU Graduate Business Association. He further earned a Master of Science in Financial Services (M.S.F.S.) with an emphasis in Financial Planning from Saint Joseph’s University. Jonathan has served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets. Jonathan was recognized in 2016 as one of Tulsa’s “40 Under 40.” Jonathan is a graduate of Leadership Tulsa, Class 51. From 2020-2021, he served as the President of the Board of Directors for Emergency Infant Services and had served on that Board since 2014. He served from 2023-2024 as a Trustee at the Tulsa School of Arts and Sciences (TSAS). In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. In 2020, he was appointed by Governor J. Kevin Stitt to the Oklahoma Commission on Children and Youth, serving as a member representing Business & Industry. In 2022, Governor Stitt re-appointed him to that Commission, and he was elected Secretary by his peers. Jonathan and his wife of 12 years have three children and a beloved family Golden Retriever. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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