JB
JB

James Charles Baldwin

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

43409 Schoenherr Road, Sterling Heights, MI, 48313

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is an insurance agent for Summit Health Services, focusing on health insurance sales, and spends minimal time on this. He also sells fixed annuities and life insurance through Summit Financial Consulting, LLC, and is a non-registered administrative employee for Gradient Securities, LLC, dedicating about a quarter of his time.

Employment History
Current Registrations
Gradient Securities, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Summit Financial Working with People You Trust
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Trivelloni Asset Management
October 2021 - October 2021 · 0 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.