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KJ

Kenneth F. Jewell

THE BALDWIN GROUP WEALTH ADVISORS
Dunedin, FL
Some features on this profile are disabled
CRD#: 2128735
KJ

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.
The advisor shows no other business activity.

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®
AIF®

Accredited Investment Fiduciary

Experience

Current

October 9, 2024 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

RIA
CRD#: 312284
Dunedin, FL
Past

October 16, 2019 - October 4, 2024

BKS RETIREMENT SERVICES

RIA
CRD#: 304266
DUNEDIN, FL
Past

November 7, 2007 - October 18, 2019

FIDUCIARY PARTNERS INVESTMENT CONSULTING, LLC

RIA
CRD#: 145471
CLEARWATER, FL
Past

September 18, 2007 - November 15, 2007

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
TAMPA, FL
Past

April 3, 2001 - May 1, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
CLEARWATER, FL
Past

December 23, 1998 - February 16, 2001

CPA FINANCIAL ADVISERS, INC.

BD
CRD#: 44388
DAYTONA BEACH, FL
Past

July 24, 1998 - December 31, 1998

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

August 21, 1997 - July 20, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

September 17, 1992 - July 2, 1997

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

September 13, 1991 - October 6, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TB
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)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/10/2024)
IAR
Texas
(10/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 9/11/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TB
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)
PREMIUM
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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
36

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,356
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.

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

CRD#: 312284Dunedin, FL

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