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Warren Barmore

Edward Jones
22 Years of Experience
Half Moon Bay, CA
2 DisclosuresBroker
View SEC Summary
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Warren Barmore is a registered investment advisor at Edward Jones, based in Half Moon Bay, CA, with 22 years of industry experience. Warren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 Main Street Suite G, Half Moon Bay, CA, 94019

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2017
Final
Financial
September 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward JonesBroker
January 2011 - Present · 15 yrs 9 mos
Edward Jones
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2008 - June 2009 · 1 yr 4 mos
Wells Fargo Investments, LLC
July 2004 - February 2008 · 3 yrs 7 mos
Wells Fargo Investments, LLCBroker
February 2004 - February 2008 · 4 yrs
State Registrations20 states
AZCACOCTFLGAIDMEMNMTNCNMNVNYORTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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