Brandon Jaquis (CRD# 7157628) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 4 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Warburton Capital Management, LLC | Tulsa, OK | Jan 2019 - Current | 5 |
| Oral Roberts University | Tulsa, OK | Aug 2015 - May 2019 | 3 |
| Oral Roberts University | Tulsa, OK | Aug 2017 - Dec 2018 | 1 |
| Verizon | Tulsa, OK | Jun 2018 - Aug 2018 | < 1 |
| Cedar Rapids School District | Cedar Rapids, IA | May 2016 - Aug 2016 | < 1 |
| John F. Kennedy High School | Robins, IA | Sep 2011 - Jun 2015 | 3 |
| Bloomsbury Farm | Atkins, IA | Sep 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- OK
-
Total Assets Under Management582MILLIONS
-
Total Number of Accounts1,133ACCOUNTS
-
Average Account Value$513,821
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, IL, KS, MO, NY, OH, OK, TX
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