Heidi
Warr

Edward Jones

CRD#6343529
Investment Advisor
in Draper, UT

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About this Advisor

Heidi Warr is a financial advisor who works in Draper, Utah, with 10 years of financial industry experience. Warr works at Edward Jones. During their career, Warr has held roles at Edward Jones, Crest Financial and Discover Financial Services. Warr holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Edward Jones is a financial advisory company headquartered in Draper, Utah. The firm has offices in 12,884 locations and a total of 23,510 advisors. It administers $312 billion in assets between its 2,500,304 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 852 charities and foundations. Of its 2,500,304 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. Edward Jones has a broad array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Edward Jones most likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

129 E 13800 S Suite B1
Draper, UT 84020-9804

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

UT Average: $11,469,110,461
Total Number of Employees

23,408

UT Average: 458
Total Number of Accounts

3,047,151

UT Average: 33,415
Average Account Size

$107,966

UT Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Heidi Warr Work History

Heidi has 10 years of experience.

2014 - Present (5 years)

Edward Jones

2013 - 2014 (1 year)

Crest Financial

2011 - 2013 (2 years)

Discover Financial Services

Disclosures

Heidi Warr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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