Kenneth F. Jewell

THE BALDWIN GROUP WEALTH ADVISORS

Dunedin, FL

Some features on this profile are disabled

CRD#: 2128735

Professional summary

Kenneth Francis Jewell, AIF® is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Dunedin, Florida.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kenneth has worked at 8 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)KENNETH JEWELL IS THE PRESIDENT OF JEWELL MUSIC ENTERPRISES (SINCE 03/2016). HE COLLECTS INCOME FROM HIS BAND; DUTIES INCLUDE BUSINESS DEVELOPMENT, MARKETING AND ENTERTAINMENT AND CONCERT PROMOTION; NON INVESTMENT RELATED. MR. JEWELL SPENDS APPROXIMATELY 10 HOURS PER WEEK; WEEKEND AND EVENINGS OF HIS TIME ASSOCIATED WITH THE ABOVE OUTSIDE BUSINESS ACTIVITIES. 2)KENNETH IS ALSO THE FOUNDER OF ROCKS THE CURE (SINCE 02/2015) A NON PROFIT ENTITY TO FUND RAISE FOR PEDIATRIC CANCER; DUTIES INCLUDE BUSINESS DEVELOPMENT, MARKETING FUNDRAISING AND CONCERT PROMOTIONS; NON INVESTMENT RELATED. MR. JEWELL SPENDS APPROXIMATELY 10 HOURS PER WEEK; WEEKEND AND EVENINGS OF HIS TIME ASSOCIATED WITH THE ABOVE OUTSIDE BUSINESS ACTIVITIES. 3) KENNETH SERVES AS PRESIDENT ON BEHALF OF THE TAMPA BAY CHARGERS SOCCER CLUB EXECUTIVE BOARD OF DIRECTORS. THE CLUB IS A NON PROFIT ORGANIZATION. NON INVESTMENT RELATED. MR. JEWELL SPENDS APPROXIMATELY 10 HOURS PER WEEK; WEEKEND AND EVENINGS OF HIS TIME ASSOCIATED WITH THE ABOVE OUTSIDE BUSINESS ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Francis Jewell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

Florida
(12/10/2024)

IAR

Texas
(10/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 9/11/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(813) 934-2743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,356
AUM (Assets Under Management)	$ 21,043,141,324

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kenneth F. Jewell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Francis Jewell's CRS (Customer Relationship Summary).

Certified licenses

Experience

BKS RETIREMENT SERVICES

FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC

INDEPENDENT FINANCIAL PARTNERS

MUTUAL SERVICE CORPORATION

CPA FINANCIAL ADVISERS, INC.

MUTUAL SERVICE CORPORATION

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2007

Series 6

Date: 9/11/1991

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors