William Baldwin, financial advisor Middlebury IN

William Baldwin

CRD Number: 4264229
Current Firm: Edward Jones

William Baldwin (CRD# 4264229) is an Investment Advisor Representative working at Edward Jones in Middlebury, IN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for William L. Baldwin
Phone Number: 314-515-2000
Registered State(s):
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • IN
  • IA
  • KS
  • LA
  • MI
  • MN
  • MO
  • MT
  • NE
  • NJ
  • NM
  • NC
  • OR
  • SD
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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