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Gabriel Baawo

9 Years of Experience
Atlanta, GA
1 DisclosureBroker

Gabriel Baawo is a registered investment advisor at Edward Jones, based in Atlanta, GA, with 9 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

Atlanta, GA

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History

Regulatory History (1)
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Customer Dispute
December 2017
Settled
Other Business Activities

Gabriel owns Kiga Villas LLC, a rental property, and spends a few hours per week on it. He also works as a marketing consultant for Gabriel Baawo LLC and a brand consultant for Crystal Path Enterprises LLC, dedicating minimal time to each.

Employment History
Current Registrations
Edward JonesBroker
March 2025 - Present · 1 yr 2 mos
Edward Jones
March 2025 - Present · 1 yr 2 mos
Edward Jones
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Invesco Distributors, INC.Broker
January 2020 - October 2023 · 3 yrs 9 mos
Invesco Advisers, INC.
January 2020 - October 2023 · 3 yrs 9 mos
Edward Jones
September 2014 - May 2019 · 4 yrs 8 mos
Edward JonesBroker
August 2014 - May 2019 · 4 yrs 9 mos
State Registrations51 states
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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.