Jared Quereau
Jared Quereau is a registered investment advisor at Baldwin Investment Management, LLC, based in West Conshohocken, PA, with 24 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 284 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Rates shown are for equity and balanced portfolios. Fixed income portfolios are charged 0.65% on the first $1 million. Fees for amounts over $1 million are negotiable.
Fee Estimator
Location
1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA, 19428
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jared serves as a trustee on family trust accounts, dedicating minimal time to oversight of general financial affairs. He is also a board member/volunteer for the Joanna Furnace Historical Club, responsible for the club's grounds and farmhouse.
Employment History
Current Registrations
Baldwin Investment Management, LLC
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Stratton Management Company
Great Point Capital LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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