TrueAdvisor
TrueAdvisor
JA
JA

James Christopher Anselmo

The Baldwin Group Wealth Advisors, LLC
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
The Baldwin Group Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only

Location

Winter Spgs, FL

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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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Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
September 2025 - Present · 5 mos
Previous Registrations
Principal Securities, INC.
January 2007 - August 2025 · 18 yrs 7 mos
Principal Securities, INC.Broker
December 2005 - August 2025 · 19 yrs 8 mos
Uvest Financial Services Group, INC.Broker
October 2004 - January 2006 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
September 2000 - July 2004 · 3 yrs 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.