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Jake Crici

The Baldwin Group Wealth Advisors, LLC

Jacksonville, FL

Tampa, FL

CRD 7655649

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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:

Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-08
  • FL RA
    APPROVED
    Since 2026-05-08

Branch Locations

4233 Pablo Professional Court Suite 201, Jacksonville, FL 32224 • United States

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Home Depot Jacksonville FL 06/2020 10/2022
Texas Roadhouse Jacksonville FL 12/2019 08/2020
Marcos Pizza Jacksonville FL 05/2017 12/2017
Fidelity Investments Jacksonville FL 10/2022 04/2026
University Of North Florida Jacksonville FL 06/2017 05/2022
Creekside High School Jacksonville FL 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 04/2026
The Baldwin Group Wealth Advisors, Llc Tampa FL 04/2026 Present
  • 06/2020 → 10/2022
    The Home Depot
    Jacksonville, FL
  • 12/2019 → 08/2020
    Texas Roadhouse
    Jacksonville, FL
  • 05/2017 → 12/2017
    Marcos Pizza
    Jacksonville, FL
  • 10/2022 → 04/2026
    Fidelity Investments
    Jacksonville, FL
  • 06/2017 → 05/2022
    University Of North Florida
    Jacksonville, FL
  • 09/2013 → 06/2017
    Creekside High School
    Jacksonville, FL
  • 03/2025 → 04/2026
    Fidelity Investments
    Boston, MA
  • 04/2026 → Present
    The Baldwin Group Wealth Advisors, Llc
    Tampa, FL
Previous Registrations
  • 2025-03-31 → 2025-09-12
    Strategic Advisers Llc
    Jacksonville, FL
    Jacksonville, FL
    Boston, MA
  • 2023-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-30
  • S66 Uniform Combined State Law Examination
    2023-03-30
Other Names
  • Jake Richard Crici
  • Jake Crici

View on SEC IAPD

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