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
Brandon Jaquis
Portfolio Manager
Warburton Capital Management
United States, Oklahoma, Tulsa
About Me
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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