Joshua Jakubovitz
Warburton Capital Management · Tulsa, Oklahoma
Joshua Jakubovitz is a fee-only financial advisor at Warburton Capital Management in Tulsa, Oklahoma, who holds the CFP credential. Joshua focuses on retirement planning, estate & legacy planning and tax planning. Warburton Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Warburton Capital Management |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $786.6M across 1,265 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 7490180 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.warburtoncapital.com |
How Joshua's firm compares
- Warburton Capital Management's average account is about $622,000, from its Form ADV (assets managed divided by 1,265 accounts).
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Questions about Joshua
Is Joshua Jakubovitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Warburton Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Warburton Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Jakubovitz based?
Joshua Jakubovitz is based in Tulsa, Oklahoma.
What does Joshua specialize in?
Joshua's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Joshua Jakubovitz hold?
Joshua Jakubovitz holds the CFP credential.
Is Joshua Jakubovitz registered with the SEC?
Yes. Joshua Jakubovitz is registered as an investment adviser representative in OK (CRD 7490180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warburton Capital Management manage?
Warburton Capital Management reports $786.6M across 1,265 accounts in assets under management.
How do I contact Joshua Jakubovitz?
Through Joshua's website, www.warburtoncapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Warburton Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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