John J. Solomon

THE BALDWIN GROUP WEALTH ADVISORS

BETHESDA, MD 20817

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CRD#: 2692371

Professional summary

John Joseph Solomon, AIF® is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Bethesda, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 24 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) NCAA Baseball Umpire; not investment related; 223 Kathleen Way, Glenmoore PA, 19343; Baseball Umpire; owner; 1995; 20 hours/month; 0 trading/month; Umpire NCAA Baseball. Occasionally get yelled at, sometimes eject coaches

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Solomon'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

July 2, 2025 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 6720-b Rockledge Drive Suite 600-b, Bethesda, MD 20817

RIA

CRD#: 312284

BETHESDA, MD

Past

August 6, 2019 - March 1, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BETHESDA, MD

Past

June 16, 2008 - August 28, 2017

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

December 11, 2007 - August 28, 2017

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

October 8, 2002 - June 8, 2004

INVESTOR FORCE SECURITIES, INC.

CRD#: 104318

WAYNE, PA

Past

February 13, 1996 - April 22, 2002

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

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".

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

Maryland
(7/2/2025)

IAR

Pennsylvania
(7/2/2025)

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: 7/2/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/13/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/5/2003

General Securities Principal 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)

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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.

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Firm Stability Insights

John J. Solomon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Solomon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

INVESTOR FORCE SECURITIES, INC.

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2025

Series 66

Date: 6/13/2008

Series 63

Date: 2/21/1996

SIE

Date: 8/28/2017

Series 7

Date: 12/10/2007

Series 24

Date: 2/5/2003

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

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