Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Mark Hall is an Investment Advisor Representative at Warburton Capital Management, LLC in Tulsa, Oklahoma. Jonathan has been in the industry since at least November 2013, when he passed the Uniform Investment Adviser Law Examination (Series 65) and registered with the state of Oklahoma. Jonathan is also a Certified Financial Planner. Jonathan works with a wide range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations. His firm primarily offers financial planning, pension consulting, and portfolio management for individuals and businesses.
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
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OK
11/04/2013 - Present
Warburton Capital Management, LLC (TULSA OK)
IA
Issued 11/04/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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