John Joseph Solomon

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

• 06/2007 → 08/2017
  Brinker Capital
  Berwyn, PA
• 05/2018 → 01/2019
  Mistral
  King Of Prussia, PA
• 07/2019 → 02/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2019 → 10/2024
  The Capital Group
  Bethesda, MD
• 09/2017 → 05/2018
  Unemployed
  Glenmoore, PA
• 10/2024 → Present
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL

Previous Registrations

• 2008-06-16 → 2017-08-28
  Brinker Capital Inc
  Berwyn, PA

Other Businesses

1) NCAA Baseball Umpire; not investment related; 223 Kathleen Way, Glenmoore PA, 19343; Baseball Umpire; owner; 1995; 20 hours/month; 0 trading/month; Umpire NCAA Baseball. Occasionally get yelled at, sometimes eject coaches 2) The Baldwin Group Wealth Advisors/The Baldwin Group- DBA- Wealth Advisory and Retirement Plan Consulting, Fixed Insurance, Group Benefits and Commercial Insurance 3) The Baldwin Group Wealth Advisors- service retirement plans as Fiduciary Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-02
• S66 Uniform Combined State Law Examination
  2008-06-13
• S63 Uniform Securities Agent State Law Examination
  1996-02-21