Jennifer Baldini
Jennifer Baldini is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5940 Tahoe Drive Se, Suite 101, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the CEO of JRB1, LLC, established to manage business expenses related to her work with Raymond James, and spends minimal time on it. She also dedicates about half her time as a financial advisor at River Valley Wealth Management and spends a few hours per week as treasurer for Northwest Young Life and as a finance/investment committee member for Sparta Education Foundation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations30 states
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