Brandon Jaquis Warburton Capital Management
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Thomas K. Warburton, Chairman of Warburton Capital Management, announced that Brandon J. Jaquis has joined Warburton Capital as a Client Service Specialist. In this role, he responds to client requests, assists in onboarding new clients and implements solutions to improve operational efficiencies.

Prior to his full-time service, Brandon assisted Warburton Capital part-time from January of 2019 until completion of his undergraduate studies from Oral Roberts University where he received a Bachelor of Science degree in Finance with a minor in Mandarin Chinese from Oral Roberts University in May of 2019.

Brandon graduated from ORU Summa Cum Laude with a 4.0 GPA.  At the graduation ceremony Brandon received awards for Outstanding Student in the Undergraduate College of Business, Outstanding Academic Achievement in Finance and Outstanding Senior Paper.

During his enrollment at ORU, Brandon was an Honors Program Scholar, Vice President of the Enactus Entrepreneurship Club, Treasurer of the ONE Club, an Outreach Team Leader and a Chinese tutor for fellow students.

Additionally, he participated in data science research with the Chair of the Undergraduate Mathematics Department, where he collaborated as an author on two academically published papers and worked on consulting projects for the Oklahoma Department of Commerce and Oral Roberts University.

Prior to graduation, Brandon also completed a financial operations internship with a Fortune 50 telecommunications company where he focused on software automation and the use of programming for organizational efficiency.

Brandon’s not-for-profit community service includes volunteering with the Thursday Night Lights homeless meal service and the Tulsa Dream Center after-school program.

Recently married to Hannah, his seventh-grade sweetheart, Brandon and Hannah live in Tulsa with their Italian Greyhound, Henry.

Warburton commented, “We are excited to welcome Brandon to our team as he exemplifies the core qualities of being ethical, being brilliant, being affable and having a servant’s heart.  We are confident Brandon will be an integral contributor in our mission to help people.” Warburton Capital Management was founded in Tulsa in 2006 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.

This press release may also be seen here: https://www.tulsaworld.com/business/businesspeople/financial-brandon-j-jaquis-warburton-capital-management/article_262c71b2-ec57-11e9-8a55-83205c9c66bc.html

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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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