Jeffrey Paul Warnock

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2026 → 08/2026
  Lasalle St. Securities Llc
  Elmhurst, IL
• 12/2015 → 03/2021
  Burnham Gibson Wealth Advisors
  Irvine, CA
• 09/1999 → 04/2026
  Equitable Advisors, Llc
  New York, NY
• 01/2021 → 10/2024
  Burnham Gibson Wealth Advisors, Llc
  Irvine, CA
• 10/2024 → Present
  The Baldwin Group Wealth Advisors
  Tampa, FL
• 08/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2015-12-21 → 2021-03-12
  Burnham Gibson Wealth Advisors, Inc.
  Irvine, CA
• 1998-07-28 → 2016-09-16
  Equitable Advisors, Llc
  Irvine, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1.) THE BALDWIN GROUP - 8/1/2021 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - Independent Insurance Agent, Recommend/sell insurance products, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 1/1/2021 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - IAR, Consultation & advice for a fee, Invt Rel, RA business, 40 hrs/mo;40 hrs/mo (during trading hours). 3.) INDEPENDENT INSURANCE AGENT - 1/6/85 - 2211 Michelson Drive, Suite 470, Irvine, CA 92612 - Agent, Sales, Not Invt Rel, Insurance business, 10 hrs/mo; 3 hrs/mo (during trading hours). 4.) The Leaders Group, Inc.-Simplicity Investments 8/2026 475 Springfield Ave., Summit, NJ 07901-RR Registered Representative, Invt Rel, BD business, 20 hrs/mo; 20 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-24
• S63 Uniform Securities Agent State Law Examination
  1996-05-06

Designations

Other Names

• Jeff Warnock