Jonathan Hall (CRD# 6239013) is an Investment Advisor Representative working at Warburton Capital Management, LLC in Tulsa, OK and has over 10 years of experience in the finance industry. Jonathan Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Warburton Capital Management | Tulsa, OK | Oct 2014 - Current | 9 |
Jenks First United Methodist Church | Jenks, OK | May 2011 - Current | 13 |
Warburton Capital Management | Tulsa, OK | May 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- OK
-
Total Assets Under Management582MILLIONS
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Total Number of Accounts1,133ACCOUNTS
-
Average Account Value$513,821
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, IL, KS, MO, NY, OH, OK, TX
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