James Maulfair

Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 01/2025
  Armfield Harrison & Thomas
  Leesburg, VA
• 04/2016 → 01/2025
  Kestra Advisory Services, Llc
  Leesburg, VA
• 08/2014 → 01/2025
  Kestra Investment Services, Llc
  Leesburg, VA
• 01/2025 → Present
  The Baldwin Group Welath Advisors, Llc
  Tampa, FL

Previous Registrations

• 2016-05-05 → 2025-01-14
  Kestra Advisory Services, Llc
  Seattle, WA
• 2014-08-12 → 2016-09-22
  Kestra Investment Services, Llc
  Leesburg, VA
  Austin, TX
  Leesburg, VA
  Seattle, WA
• 2008-11-24 → 2014-08-12
  Financial Telesis Inc
  Leesburg, VA
  San Rafael, CA
• 2006-09-25 → 2008-11-24
  Principal Securities, Inc.
  Leesburg, VA
  Leesburg, VA
  Leesburg, VA

Other Businesses

1- The Baldwin Group Wealth Advisors/The Baldwin Group; DBA; Wealth Advisory and Retirement Planning Consulting, Fixed Insurance, Group Benefits and Commercial Insurance 2- 1756 Long Level Road, LLC; Vacation Home 3- Baldwin Wealth Advisors; IAR; RIA 4- Baldwin Insurance; producer; employee of Baldwin; Insurance arm of Baldwin 5- Power of Attorney-Shirley Maulfair (mother); care for mother; power of attorney for family member 6- Power of Attorney-Susan Maulfair (sister); power of attorney for family member 7- Town Councilperson-Town of Round Hill, VA; elected official

Exams

• S66 Uniform Combined State Law Examination
  2005-02-11

Other Names

• James E Maulfair