Jonathan Hall has been President of Warburton Capital Management since September 2014, is a control person of the firm and directly owns under 5% of it. Jonathan Hall holds a BA in History from Oral Roberts University, a BA in Government from Oral Roberts University, an MBA from Oral Roberts University and a Master of Science in Financial Services from Saint Joseph's 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.
Jonathan Hall is CEO and President of Warburton Capital Management and a member of its Board of Directors. He has been a member of the Warburton Capital team and a principal of the firm since 2013. As President he manages day-to-day operations, leads the firm's advisory and operations teams, and directs efforts to attract and retain talent. He also advises clients, helping them define and achieve their goals.
- – present · 12 yearsTulsa, OK · Adviser representative · Firm CRD 141969
Professional designations
Listed by Warburton Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Hall is registered as an investment adviser representative in Oklahoma, since November 2013.
- OklahomaSince 4 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Mark Hall
- CRD
- 6239013
- Firm
- Warburton Capital Management · CRD 141969
- Role
- President
- Office
- 6120 S YALE AVENUE, SUITE 1010, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- warburtoncapital.com
Where does Jonathan Hall work?
Jonathan Hall has been President of Warburton Capital Management, LLC since September 2014, and is a control person of the firm.
Is Jonathan Hall a financial advisor?
Yes. Jonathan Hall has a current investment-adviser registration in Oklahoma, through Warburton Capital Management since November 2013.
How many years of experience does Jonathan Hall have?
Jonathan Hall has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Jonathan Hall passed?
Jonathan Hall passed the Series 65 in November 2013.
Where is Jonathan Hall based?
Jonathan Hall’s registered office is in Tulsa, OK.
Is Jonathan Hall registered with FINRA?
No. Jonathan Hall has no current broker registration.
Is Jonathan Hall a CFP?
Warburton Capital Management lists Jonathan Hall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Hall’s record?
Search CRD 6239013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Hall’s full registration record.
