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Brandon Jaquis

Portfolio Manager

Warburton Capital Management

United States, Oklahoma, Tulsa

About Me

Brandon Jaquis responds to client requests, assists in onboarding new clients and implements solutions to improve operational efficiencies. Brandon is a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to his full-time service, Brandon assisted Warburton Capital part-time from January of 2019 until completion of his undergraduate studies from Oral Roberts University where he received a Bachelor of Science degree in Finance with a minor in Mandarin Chinese from Oral Roberts University in May of 2019. Brandon graduated from ORU Summa Cum Laude with a 4.0 GPA. At the graduation ceremony Brandon received awards for Outstanding Student in the Undergraduate College of Business, Outstanding

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Profile Information

Portfolio Manager

Warburton Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Tulsa

Oklahoma

United States

Sep 30, 2024

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