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JD

Jack R. Digney

THE BALDWIN GROUP WEALTH ADVISORS
Jacksonville, FL 32224
Some features on this profile are disabled
CRD#: 6738587
JD

Professional summary

Jack Ryan Digney, who also goes by Jack Ryan Digney, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Jacksonville, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jack has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Ryan Digney

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 Jack Ryan Digney'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 26, 2026 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 4233 Pablo Professional Court Suite 201, Jacksonville, FL 32224
RIA
CRD#: 312284
Jacksonville, FL
Past

February 6, 2019 - April 20, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
JACKSONVILLE, FL
Past

July 3, 2017 - April 20, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
JACKSONVILLE, FL

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
(1/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/1/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/12/2019
General Securities 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)

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#: 312284Jacksonville, FL 32224

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