Warburton Capital is pleased to announce the promotion of longtime Managing Principal, Jonathan M. Hall CFP™, to President of Warburton Capital. Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner and has worked with the wealth management firm since 2013, serving on its Board of Directors.
As a member of the National Association of Personal Financial Advisors (NAPFA), Jonathan is committed to maintaining the highest level of competency with a client-centered focus. By aligning with his client’s interests, he is well-versed in helping define and achieve both short and long-term goals. His expertise has proven a great asset to his team and clients alike.
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.
“I’m excited for Jonathan, excited for our enterprise and excited for all of our clients,” says founder Tom Warburton. “Jonathan has proven himself to be a motivated and capable leader who embraces our role as a Fiduciary and always acts in the best interests of our clients. It seems like only yesterday that Warburton Capital was a two-man firm – Jonathan and me – managing less than $100 Million in Client Assets for 113 Clients. Today, under Jonathan’s leadership, we have grown to managing $500 Million in Client Assets for 400 Clients*. I’m sure this is only the beginning of the growth Warburton Capital will experience and the positive impact we will have in the community as we continue to help people and provide White Glove Service.”
Jonathan is an active member and leader in the Tulsa community. He is a member of Class 51 of Leadership Tulsa and recently finished a term as President of the Board of Directors for Emergency Infant Services, having served on that Board for 8 years. He has also been recognized one of Tulsa’s “40 Under 40” and has been an Adjunct Professor at ORU, teaching Capital Markets & Personal Financial Planning.
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.
Jonathan and his wife Deanna Hall, a Registered Nurse, have two children: Adaline and Lincoln – with another child on the way.