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Dylan Wilson

Dylan Wilson

THE BALDWIN GROUP WEALTH ADVISORS | Financial Advisor
JACKSONVILLE, FL 32224
Some features on this profile are disabled
CRD#: 7043507
Dylan Wilson

Professional summary

Dylan Wilson, who also goes by Dylan Cole Wilson, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Jacksonville, Florida and LASALLE ST SECURITIES, L.L.C. located in Jacksonville, Florida.

Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Dylan has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?
Wealth Preservation Strategies
Retirement Planning Strategies
Sustainable and Responsible In...
Are you a "fiduciary"?
Yes

Aliases

Dylan Cole Wilson

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 Dylan Wilson'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

May 1, 2026 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

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

April 22, 2026 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 4223 Pablo Professional Ct. #201, Jacksonville, FL 32224
BD
CRD#: 7191
Jacksonville, FL
Past

September 11, 2024 - April 16, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
JACKSONVILLE, FL
Past

September 5, 2024 - April 16, 2026

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Jacksonville, FL
Past

December 13, 2021 - August 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ST. AUGUSTINE, FL
Past

December 3, 2021 - August 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ST. AUGUSTINE, FL
Past

February 4, 2020 - November 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
St Augustine, FL
Past

February 3, 2020 - November 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
St Augustine, FL
Past

February 6, 2019 - December 24, 2019

EDWARD JONES

RIA
CRD#: 250
JACKSONVILLE, FL
Past

January 12, 2019 - December 24, 2019

EDWARD JONES

BD
CRD#: 250
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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/22/2026)
IAR
Florida
(5/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/12/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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

Financial AdvisorCRD#: 312284Jacksonville, FL 32224

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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