Jeremy Dillon Baldwin

Employer firm

Baldwin Financial, LLC CRD 324725

$16.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2014 → 07/2022
  Stockton & Associates
  Edmond, OK
• 07/2022 → Present
  The Baldwin Insurance Firm, Llc
  Oklahoma City, OK
• 04/2022 → 12/2025
  The Baldwin Firm, Pllc
  Edmond, OK
• 02/2022 → Present
  Baldwin Financial, Llc (Crd#:324725)
  Oklahoma City, OK
• 08/2017 → 12/2022
  Brokers Financial (Crd#:139627)
  Okc, OK
• 08/2017 → 12/2022
  Brokers International Financial Services, Llc. (Crd#:139627)
  Okc, OK
• 10/2014 → 08/2017
  Wilbanks Securities Advisory (Crd# 118304)
  Oklahoma City, OK
• 01/2013 → 08/2017
  Wilbanks Securities Advisory (Crd#:118304)
  Oklahoma City, OK

Previous Registrations

• 2023-02-16 → 2025-12-31
  Baldwin Financial, Llc
  Oklahoma City, OK
• 2017-08-07 → 2022-12-21
  Integrity Alliance, Llc.
  Edmond, OK
  Edmond, OK
  Urbandale, IA
  Edmond, OK
• 2014-10-15 → 2017-08-04
  Wilbanks Securities Advisory
  Edmond, OK
  Oklahoma City, OK
  Edmond, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-16
• S63 Uniform Securities Agent State Law Examination
  2010-03-30