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JQ

Jared V. Quereau

BALDWIN INVESTMENT MANAGEMENT
WEST CONSHOHOCKEN, PA 19428
Some features on this profile are disabled
CRD#: 4016962
JQ

Professional summary

Jared Van Dyke Quereau, who also goes by Jared Vandyke Quereau, Jared Vandyke Querreu, is a registered financial advisor currently at BALDWIN INVESTMENT MANAGEMENT, LLC located in West Conshohocken, Pennsylvania.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jared has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jared Vandyke Quereau | Jared Vandyke Querreu

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.
TRUSTEE ON FAMILY TRUST ACCOUNTS: START APPROX 4/1/16, INVESTMENT RELATED, NOT PUBLICLY TRADED, 403 WEATHERSTONE DR PAOLI PA 19301, FOR FAMILY MEMBERS, NO COMP, OVERSIGHT OF GENERAL FINANCIAL AFFAIRS, APPROX 1-2 HR PER MO, APPROX SAME TIME DURING SCHED WORK HRS (VERY LITTLE, ONLY AS NEEDED). JOANNA FURNACE HISTORICAL CLUB POSITION: Board Member NATURE: Board Member / Volunteer - responsible for the Club's grounds and farmhouse. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2019 ADDRESS: 221 S Fourth St, Hamburg PA 19526

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Van Dyke Quereau'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®
None

Experience

Current

January 20, 2021 - Present

BALDWIN INVESTMENT MANAGEMENT, LLC

Office #1: 1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428
RIA
CRD#: 108922
WEST CONSHOHOCKEN, PA
Past

March 1, 2016 - September 18, 2020

BB&T SECURITIES, LLC

RIA
CRD#: 142785
KING OF PRUSSIA, PA
Past

March 1, 2016 - September 18, 2020

BB&T SECURITIES, LLC

BD
CRD#: 142785
KING OF PRUSSIA, PA
Past

September 3, 2015 - March 10, 2016

STRATTON MANAGEMENT COMPANY

RIA
CRD#: 104965
KING OF PRUSSIA, PA
Past

April 4, 2003 - February 13, 2015

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

April 10, 2000 - December 3, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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".
BI
BALDWIN INVESTMENT MANAGEMENT, LLC
BALDWIN INVESTMENT MANAGEMENT, LLC | RKM A BALDWIN INVESTMENT MANAGEMENT COMPANY | CHESTER COUNTY ASSET MANAGEMENT, A BALDWIN COMPANY LLC

CRD#: 108922 / SEC#: 801-56558

RIA
Registered Investment Advisory firm - (5/26/1999 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
Pennsylvania
(1/20/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/3/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 3/15/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/14/1999
General Securities Representative Examination

Current Firm

BI
BALDWIN INVESTMENT MANAGEMENT, LLC
BALDWIN INVESTMENT MANAGEMENT, LLC | RKM A BALDWIN INVESTMENT MANAGEMENT COMPANY | CHESTER COUNTY ASSET MANAGEMENT, A BALDWIN COMPANY LLC

CRD#: 108922 / SEC#: 801-56558

RIA
Registered Investment Advisory firm - (5/26/1999 Approved)
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Contact information

Main Address
1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428
Mailing Address
Phone number
(610) 260-1555
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (10 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

BALDWIN FORM ADV 2 ADVISORY BROCHURE 2018 (3/11/2025)

Regulatory assets under management

Total Number of Accounts685
AUM (Assets Under Management)$ 1,234,272,924

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

BALDWIN INVESTMENT MANAGEMENT, LLC

CRD#: 108922West Conshohocken, PA 19428

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