Jennifer Baldini, financial advisor Grand Rapids MI

Jennifer Baldini

CRD Number: 2989988
Current Firm: Raymond James Financial Services Advisors, Inc.

Jennifer Baldini (CRD# 2989988) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grand Rapids, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
River Valley Wealth Management Grand Rapids, MI Jan 2021 - Current 1
Jrb1, LLC Grand Rapids, MI Oct 2019 - Current 2
Jrb1, LLC Grand Rapids, MI Oct 2019 - Current 2
Jrb1, LLC Grand Rapids, MI Oct 2019 - Current 2
Raymond James Financial Services, Inc. Grand Rapids, MI Sep 2019 - Current 2
Raymond James Financial Services Advisors, Inc. Grand Rapids, MI Sep 2019 - Current 2
Sparta Education Foundation Sparta, MI Jul 2016 - Current 6
Rehmann Financial Grand Rapids, MI Sep 2010 - Sep 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Jennifer R. Baldini
Phone Number: 727-567-3020
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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