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Jonathan Mark Hall

WARBURTON CAPITAL MANAGEMENT, LLC·TULSA, Oklahoma
Series 65Clean record12 years registeredWARBURTON CAPITAL MANAGEMENT, LLC
6120 S YALE AVENUE, TULSA, OK 74136CRD# 6239013Firm CRD# 141969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Mark Hall · TULSA, OK
Registration
CRD #6239013 · WARBURTON CAPITAL MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WARBURTON CAPITAL MANAGEMENT, LLC
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 4, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WARBURTON CAPITAL MANAGEMENT, LLC
CRD 141969 · SEC 801-78149
AUM
$582M
Regulatory assets under management
Employees
7
1,133 client accounts
Services offered by WARBURTON CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WARBURTON CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jonathan Mark Hall offer?
Jonathan Mark Hall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Jonathan Mark Hall's credentials?
Jonathan Mark Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Mark Hall located?
Jonathan Mark Hall is based in TULSA, Oklahoma, working with WARBURTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Jonathan Mark Hall charge for services?
Jonathan Mark Hall's firm is compensated through percentage of aum, other: fixed monthly fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WARBURTON CAPITAL MANAGEMENT, LLC?
WARBURTON CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $582M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WARBURTON CAPITAL MANAGEMENT, LLC

Mark Reed Morley
TULSA, OK
CFP
Isaac Edwin Hutchins
TULSA, OK
Thomas Kent Warburton
TULSA, OK

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Nearby cities in Oklahoma
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Research
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