Elizabeth Baldwin, financial advisor Libertyville IL
93 score

Elizabeth Baldwin

CRD Number: 4607930
Current Firm: J.p. Morgan Securities LLC

Elizabeth Baldwin (CRD# 4607930) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Libertyville, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Chicago, IL Nov 2010 - Current 6
Jpmorgan Chase Bank Chicago, IL Nov 2010 - Current 6
Spherion Staffing Milwaukee, WI Mar 2010 - Oct 2010 < 1
Margaret Weis Productions Pace, FL Aug 2009 - Feb 2010 < 1
Landaas& Company Milwaukee, WI Jun 2008 - Aug 2009 1
Russell Investments Tacoma, WA Nov 2007 - May 2008 < 1
Usbancorp Milwaukee, WI Oct 2007 - Nov 2007 < 1
Charles Schwab Bank N.a. Milwaukee, WI Jun 2005 - Sep 2007 2
Charles Schwab & Company, Inc. Milwaukee, WI Jul 2004 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Elizabeth L. Baldwin
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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