Brandon John Jaquis

Employer firm

Warburton Capital Management, LLC CRD 141969

$787M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 12/2018
  Oral Roberts University
  Tulsa, OK
• 06/2018 → 08/2018
  Verizon
  Tulsa, OK
• 08/2015 → 05/2019
  Oral Roberts University
  Tulsa, OK
• 01/2019 → Present
  Warburton Capital Management, Llc
  Tulsa, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jaquis John Brandon