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Jason Robert Baldus

Visionary Wealth Advisors, LLC

St. Louis, MO

O'FAllon, IL

CRD 5190808

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Employer firm

Visionary Wealth Advisors, LLC CRD 169610

$3.54B regulatory AUM 54 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Visionary Wealth Advisors, Llc

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-04-18
  • IL RA
    APPROVED
    Since 2014-04-18

Branch Locations

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

1405 N. Green Mount Road Suite 500, O'FAllon, IL 62269 • 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
Visionary Wealth Advisors, Llc Fenton MO 03/2014 Present
Mass Mutual Life Insurance Company Edwardsville IL 03/2014 Present
Previous Registrations
Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-24
S63 Uniform Securities Agent State Law Examination 2007-02-23
  • S65 Uniform Investment Adviser Law Examination
    2012-09-24
  • S63 Uniform Securities Agent State Law Examination
    2007-02-23
Designations
  • Certified Financial Planner
Other Names
  • Jason R Baldus

View on SEC IAPD

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