JW
JW

James Edward Warren

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

9952 Gandy Blvd. North, St. Petersburg, FL, 33702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

James is involved in several outside business activities, primarily as an independent representative or agent for various insurance companies, selling life insurance, health insurance, dental insurance, Medicare supplements, and final expense life insurance. He also works as an independent representative for Access Reverse Mortgage Corp, and is involved in network marketing and legal/identity theft plans.

Employment History
Current Registrations
G. A. Repple & Company
March 2017 - Present · 8 yrs 11 mos
G. A. Repple & CompanyBroker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
PFS Investments INC.Broker
June 2007 - October 2016 · 9 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.