Brandon Jaquis, BS, CFP®

In this role, Brandon Jaquis facilitates the implementation of investment strategies across client accounts, places trades to align client investments with the goals of their financial plan, advises clients on the use of different investments within their accounts, oversees the software and operational systems used to manage investment portfolios. Brandon has been instrumental in establishing the firm’s investment policy committee and developing trading processes and procedures utilized by team members across the firm. Brandon also co-heads the internship program and has designed the program to provide a tremendous experience to students heading into wealth management careers. Brandon is a CERTIFIED FINANCIAL PLANNER™ practitioner. Additionally, Brandon passed level 1 of the Chartered Financial Analyst Program in November of 2023 and continues in pursuit of this designation.

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 and received awards for Outstanding Student in the Undergraduate College of Business, Outstanding Academic Achievement in Finance, and Outstanding Senior Paper.

Prior to graduation, Brandon 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 as a Young Professionals Board member for Emergency Infant Services. He also serves as a member of the advisory committee for the Student Managed Investment Fund at Oral Roberts University.

Brandon married his middle-school sweetheart, Hannah, and they live in Broken Arrow with their three dogs, Henry, Stormi, and Sampson.

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.