Brandon Jaquis has been an investment adviser representative at Warburton Capital Management since August 2019, and is not listed among the firm’s executive officers or direct owners. Brandon Jaquis holds a Bachelor of Science in Finance from Oral Roberts University.
Warburton Capital Management, LLC is a Tulsa, OK firm with $787M under management, 437 clients and 6 advisers in one office, as of its February 2026 filing.
Brandon Jaquis is Vice President and Portfolio Manager at Warburton Capital Management. He leads the implementation of investment strategies across client portfolios, advises clients on their investments, oversees the technology and operations behind client portfolio management, and helps shape the firm's investment recommendations. He created the firm's Investment Policy Committee and directs its Summer Internship Program.
- – present · 7 yearsTulsa, OK · Adviser representative · Firm CRD 141969
Professional designations
Listed by Warburton Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst® (CFA®)
Investment adviser representative registrations
Brandon Jaquis is registered as an investment adviser representative in Oklahoma, since August 2019.
- OklahomaSince 19 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brandon John Jaquis
- CRD
- 7157628
- Firm
- Warburton Capital Management · CRD 141969
- Office
- 6120 S YALE AVENUE, SUITE 1010, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- warburtoncapital.com
Where does Brandon Jaquis work?
Brandon Jaquis is an investment adviser representative registered through Warburton Capital Management, LLC since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Jaquis a financial advisor?
Yes. Brandon Jaquis has a current investment-adviser registration in Oklahoma, through Warburton Capital Management since August 2019.
How many years of experience does Brandon Jaquis have?
Brandon Jaquis has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Brandon Jaquis passed?
Brandon Jaquis passed the Series 65 in August 2019.
Where is Brandon Jaquis based?
Brandon Jaquis’ registered office is in Tulsa, OK.
Is Brandon Jaquis registered with FINRA?
No. Brandon Jaquis has no current broker registration.
Is Brandon Jaquis a CFP?
Warburton Capital Management lists Brandon Jaquis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Brandon Jaquis a CFA charterholder?
Warburton Capital Management lists Brandon Jaquis with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Brandon Jaquis’ record?
Search CRD 7157628 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Jaquis’ full registration record.
