Joshua Jakubovitz has been an investment adviser representative at Warburton Capital Management since March 2022, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 4 yearsTulsa, OK · Adviser representative · Firm CRD 141969
Investment adviser representative registrations
Joshua Jakubovitz is registered as an investment adviser representative in Oklahoma, since March 2022.
- OklahomaSince 12 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Martin Jakubovitz
- CRD
- 7490180
- Firm
- Warburton Capital Management · CRD 141969
- Office
- 6120 S YALE AVENUE, SUITE 1010, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Jakubovitz work?
Joshua Jakubovitz is an investment adviser representative registered through Warburton Capital Management, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Jakubovitz a financial advisor?
Yes. Joshua Jakubovitz has a current investment-adviser registration in Oklahoma, through Warburton Capital Management since March 2022.
How many years of experience does Joshua Jakubovitz have?
Joshua Jakubovitz has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Joshua Jakubovitz passed?
Joshua Jakubovitz passed the Series 65 in March 2022.
Where is Joshua Jakubovitz based?
Joshua Jakubovitz’s registered office is in Tulsa, OK.
Is Joshua Jakubovitz registered with FINRA?
No. Joshua Jakubovitz has no current broker registration.
How can I verify Joshua Jakubovitz’s record?
Search CRD 7490180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Jakubovitz’s full registration record.
