Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Jaquis is an Investment Advisor Representative at Warburton Capital Management, LLC. Brandon has been in the industry since 2019 and has a Series 65 license. Brandon holds a Uniform Investment Adviser Law Examination license and is registered with the state of Oklahoma. Brandon has prior experience at the Cedar Rapids School District, Oral Roberts University, and Verizon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fixed monthly fees
1
2
OK
08/19/2019 - Present
Warburton Capital Management, LLC (TULSA OK)
IA
Issued 08/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brandon Jaquis is the right advisor for you? Invested Better is here to help.
