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Amy Ward Jones

Investment adviser representative at Leigh Baldwin & Co., LLC
21 yearsExperience
6 statesRegistered in
$290.6MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Leigh Baldwin & Co., LLCFeb 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 6 states (CT, FL, MA, NY, PA, TX).

Leigh Baldwin & Co., LLC

$290.6MAssets managed
682Clients
18Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2962141
Firm CRD
38751
Advisor's SEC record (opens in a new tab)
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