Jeffrey Paul Warnock
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
27 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$27.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Simplicity InvestmentsAug 2026 to now
- The Baldwin Group Wealth Advisors, LLCMar 2021 to now
- Lasalle ST. Securities LLCMay 2026 to Aug 2026
- Burnham Gibson Wealth Advisors, LLCDec 2015 to Oct 2024
- Equitable Advisors, LLCSep 1999 to Apr 2026
- AXA Advisors, LLCSep 1999 to Jun 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1458833
- Firm CRD
- 312284