Half Moon Bay, CA Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

101 Main Street Suite G

Half Moon Bay CA 94019

Advisors at this office

2

Advisors at this office

Warren B

Series 66

Half Moon Bay, CA

Edward Jones

Warren Barmore is a financial advisor with Edward Jones in Half Moon Bay, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Edward Jones since 2011. He serves on the investment committee of Senior Coastsiders Inc, where he meets quarterly to review endowment holdings and provide market insight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, with a network of approximately 23,700 financial advisors nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Kellie M

Series 66

Half Moon Bay, CA

Edward Jones

Kellie Morlock is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is an independent consultant for a nutrition and beauty products line. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Women's Finance Women Professionals
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