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JP

Jamie O. Parker

THE BALDWIN GROUP WEALTH ADVISORS
VESTAVIA HILLS , AL
CRD#: 6310023
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JP
Jamie Oneil ParkerTHE BALDWIN GROUP WEALTH ADVISORS

Professional summary

Jamie Oneil Parker, who also goes by Jamie O Parker, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Vestavia Hills , Alabama.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jamie has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jamie O Parker

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 Jamie Oneil Parker'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

June 3, 2026 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

RIA
CRD#: 312284
VESTAVIA HILLS , AL
Past

October 1, 2024 - June 1, 2026

CAH ADVISORS, LLC

RIA
CRD#: 316355
BIRMINGHAM, AL
Past

May 17, 2023 - September 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BIRMINGHAM, AL
Past

May 10, 2023 - September 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BIRMINGHAM, AL
Past

May 25, 2022 - April 25, 2023

NAVIGATE 401K, LLC

RIA
CRD#: 309466
BIRMINGHAM, AL
Past

May 17, 2018 - June 9, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BIRMINGHAM, AL
Past

January 18, 2018 - June 9, 2022

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
BIRMINGHAM, AL
Past

March 25, 2017 - January 17, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BIRMINGHAM, AL
Past

January 14, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BIRMINGHAM, AL
Past

April 17, 2014 - January 14, 2016

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
BIRMINGHAM, AL

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
Alabama
(6/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/15/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/12/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/22/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/17/2014
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/30/2014
Investment Company Products/Variable Contracts Principal 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)
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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
36

SEC notice filing (34 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 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#: 312284Vestavia Hills , AL

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