Advisor at Baldwin Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Baldwin Investment Management, LLC
Location
West Conshohocken, PA 19428
Credentials
Series 63, Series 65
Industry experience
23 years
Jared Quereau is a financial advisor with Baldwin Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Baldwin since 2020 and previously at Bb&T Securities from 2016 to 2020. Outside of his advisory role, he serves as a board member for the Joanna Furnace Historical Club, where he volunteers to manage the club’s grounds and farmhouse. Baldwin Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm uses a combination of quantitative stock-selection models, qualitative sector research, and technical analysis, managing over $1.2 billion in assets across multiple client relationships.
Based on Baldwin Investment Management, LLC
Negotiated flat retainer fees for non-discretionary advisory and financial planning services
$0 - $1,000,000: 1.0% (Equity and Balanced Portfolios) $1,000,000+: Negotiable (Equity and Balanced Portfolios) $0 - $1,000,000: 0.65% (Fixed Income Portfolios) $1,000,000+: Negotiable (Fixed Income Portfolios)
$300/hour for non-discretionary advisory services; hourly rate for financial planning services
Account minimum: $1,000,000 Fee-only: Hourly rate of $300/hour for non-discretionary advisory services, or flat retainer fee negotiated
1001 Conshohocken State Road, Suite 1 202
West Conshohocken, PA 19428
Pennsylvania
Baldwin Investment Management, LLC
2020 - Present (6 years)
Bb&T Securities, Llc
2016 - 2020 (4 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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