Brandon Jaquis, BS, CFP®

As Vice President and Portfolio Manager, Brandon Jaquis brings both precision and passion to the art of investing. He leads the implementation of tailored investment strategies across client portfolios, striving for every trade and allocation to align seamlessly with each client’s unique financial goals. Brandon advises clients on optimizing their investments, oversees the technology and operations that power client portfolio management, and plays a key role in shaping the firm’s investment recommendations.

As the creator of the firm’s Investment Policy Committee, Brandon helped generate the framework and trading procedures that guide investment decisions firm-wide. He also directs the Summer Internship Program, providing immersive, hands-on experience for college students pursuing careers in wealth management.

Brandon is both a CERTIFIED FINANCIAL PLANNER™ practitioner and the firm’s first CFA® Charterholder, two of the most respected credentials in the finance industry. The rigorous Chartered Financial Analyst® Program, known for its three demanding exams and deep focus on ethics, requires an in-depth understanding of a multitude of investing topics such as economics, quantitative methods, financial statement analysis, equities, fixed income, alternative assets, and portfolio management. Passing each of the three exams on his first attempt and meeting all the requirements to become a CFA® Charterholder reflects Brandon’s dedication to professional excellence and desire to better serve clients through his expertise and commitment to lifelong learning.

A graduate of Oral Roberts University, Brandon earned a Bachelor of Science in Finance with a minor in Mandarin Chinese, graduating Summa Cum Laude with a perfect 4.0 GPA. He was honored with multiple awards, including Outstanding Student in the College of Business, Outstanding Academic Achievement in Finance, and Outstanding Senior Paper.

Beyond the office, Brandon is deeply invested in his community. He serves as President of the Young Professionals Board for Crisis Pregnancy Outreach and contributes to his alma mater through the Fenimore & Fisher College of Business Advisory Board. On Sundays, you can often find Brandon and his wife, Hannah, volunteering together in LifeKids at Life Church’s South Broken Arrow campus.

Brandon and Hannah—middle-school sweethearts—make their home in Broken Arrow with their beloved daughter and three sweet dogs.

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.