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Jeremy Baldwin

Baldwin Financial, LLC
16 Years of Experience
Oklahoma City, OK
2 Disclosures
View SEC Summary
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Jeremy Baldwin is a registered investment advisor at Baldwin Financial, LLC, based in Oklahoma City, OK, with 16 years of industry experience. Jeremy 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 38 clients with $17M in assets under management.

Baldwin Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
38 clients
Average Client Portfolio
$435K average
Assets Under Management
$16.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.20%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M0.95%
$5M+0.95%

Fees are negotiable at the firm's discretion based on the complexity of your situation and other factors. Rates shown represent the maximum potential percentage for each tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

629 W. Main Street, Suite 10080, Oklahoma City, OK, 73102

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2026
Final
Regulatory
October 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Baldwin Financial, LLC
April 2026 - Present · 6 mos
Previous Registrations
Baldwin Financial, LLC
January 2026 - January 2026 · 0 mos
Baldwin Financial, LLC
February 2023 - December 2025 · 2 yrs 10 mos
Brokers International Financial Services, LLC.Broker
August 2017 - December 2022 · 5 yrs 4 mos
Brokers Financial
August 2017 - December 2022 · 5 yrs 4 mos
Wilbanks Securities Advisory
October 2014 - August 2017 · 2 yrs 10 mos
Wilbanks Securities, INC.Broker
January 2013 - August 2017 · 4 yrs 7 mos
Signator Investors, INC.Broker
March 2010 - December 2012 · 2 yrs 9 mos
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.
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