Janene Warren

Financial advisor at Advisory Services Network

Last updated 2026-10-10

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Janene Warren is a financial advisor at Advisory Services Network, CRD 2977886. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2004-08-20.

Registration

CRD number
2977886
Registration status
Active
IAPD registration
2004-08-20
Industry Experience
22 years
Work Experience
22 years
States registered
ID, TX

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2004-01 to 2018-05 · Fidelity Brokerage Services, Inc · Merrimack, NH
  • 2018-07 to 2026-01 · Anchor Private Planning · Southlake, ID
  • 2019-06 to Present · Advisory Services Network · Atlanta, GA
  • 2026-01 to Present · Anchor Private Planning · North Richland Hills, TX

Current employment

SEC IAPD record for Janene Warren

Advisory Services Network

Regulatory AUM
$10,595,714,037
Registered advisors
253
Offices
210
Clients per advisor
51.1 (Low)
Average AUM per client
$820.2K (Low)
High-net-worth client ratio
8.7% (Low)

Advisory Services Network: advisors, services and reported ETF investments

About

Janene Warren is a CFP® financial advisor at Advisory Services Network. Reported securities licenses include Series 63 and Series 66. The latest record indicates 22 years of industry experience and 22 years of reported work history. Reported roles include Anchor Private Planning, Fidelity Brokerage Services, Inc, among others.

SEC disclosures list additional business and community activities: Resolute (not investment related): : president, owner since 06/2018; service company for business tax, income for wages and expenses; Time spent 10 hours per month, none during trading hours.

Advisory Services Network's firm-level Form ADV reports 253 advisors across 210 offices; approximately 51.1 clients per advisor, average assets per client of $820,165, and regulatory AUM of $10.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $3.9B across 848 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Janene Warren personally.

Reported ETF positions

Advisory Services Network reports 848 ETF positions worth $3.9B on Form 13F; the largest are listed.

Largest ETF positions reported by Advisory Services Network
FundReported value
IVV — iShares Core S&P 500 ETF$190.6M
SPY — SPDR S&P 500 ETF TRUST$138.2M
QQQ — Invesco QQQ Trust, Series 1$135M
VTI — Vanguard Morningstar Total Stock Market ETF$81.9M
SGOV — iShares 0-3 Month Treasury Bond ETF$61.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Advisory Services Network on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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