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Mark Barefield

Edward Jones
11 Years of Experience
Coral Gables, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Barefield is a registered investment advisor at Edward Jones, based in Coral Gables, FL, with 11 years of industry experience. Mark 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

255 Alhambra Circle Suite 120, Coral Gables, FL, 33134

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History

Regulatory History (1)
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.
Customer Dispute
November 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is a debtor/owner of Boomtown Performance LLC for tax/investment purposes since 2021. He also operates under the DBA Alpha Capital Strategies for his LPL business and is an agent selling non-variable insurance, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Edward JonesBroker
August 2026 - Present · 2 mos
Edward Jones
August 2026 - Present · 2 mos
Previous Registrations
Guerra Wealth Advisors
March 2025 - August 2026 · 1 yr 5 mos
LPL Financial LLCBroker
December 2022 - December 2024 · 2 yrs
LPL Financial LLC
December 2022 - December 2024 · 2 yrs
Alpha Capital LLC
November 2022 - December 2024 · 2 yrs 1 mo
Raymond James Financial Services Advisors, INC
September 2020 - December 2022 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2020 - December 2022 · 2 yrs 3 mos
Edward Jones
July 2015 - September 2020 · 5 yrs 2 mos
Edward JonesBroker
June 2015 - September 2020 · 5 yrs 3 mos
State Registrations2 states
FLTX
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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