Jonathan Hall, BA, MBA, MSFS, CFP®
Jonathan Hall is the Managing Principal of Warburton Capital 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 Managing Principal of Warburton Capital, he manages day-to-day operations, lead the firm’s advisory and operations teams as well as direct 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 and works with Warburton Capital’s clients to help them define and achieve their short and long-term goals as a fee-only fiduciary financial advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA).
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 (MSFS) with an emphasis in Financial Planning from Saint Joseph’s University. Jonathan is a graduate of Leadership Tulsa, Class 51, and serves as the Vice President of the Board of Directors for Emergency Infant Services.
In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. Jonathan often serves 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 and his wife Deanna Hall, a Registered Nurse, have two children: Adaline and Lincoln.
Jonathan in the Media:
Hear an interview with Jonathan Hall on KRMG
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.