Nathan Jacob Baldwin

Current Employers

Employment History

• 10/1998 → 12/2020
  D.K. Brede Investment Management Co. Inc
  Needham, MA
• 07/2001 → 12/2020
  Commonwealth Financial Network
  Waltham, MA
• 12/2020 → 04/2021
  Gw & Wade Asset Management Company, Llc
  Wellesley, MA
• 12/2020 → 04/2021
  Gw & Wade, Llc
  Wellesley, MA
• 04/2021 → 11/2023
  Lion Street Financial, Llc
  Quincy, MA
• 04/2021 → Present
  Prw Wealth Management Llc
  Quincy, MA
• 10/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2021-07-07 → 2023-12-11
  Prw Wealth Management Llc
  Quincy, MA
• 2021-01-04 → 2021-04-12
  Gw & Wade, Llc
  Wellesley, MA
• 2017-05-23 → 2021-01-04
  Commonwealth Financial Network
  Needham, MA
  Needham, MA

Other Businesses

1) JUDGE BAKER CHILDREN'S CENTER INVESTMENT COMMITTEE POSITION: A non-trustee Investment Committee Member of the Board of Trustees NATURE: Judge Baker Children's Center (Judge Baker) is a non-profit organization that serves children by promoting their developmental, emotional, and intellectual well-being. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2022 ADDRESS: 53 Parker Hill Avenue, Boston MA 02120, United States DESCRIPTION: I will serve as a member of the investment committee, reviewing the results and investment policies for the investment managers. I have no direct discretion or authority to effect transactions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-24

Designations

Other Names

• Nate Jacob Baldwin