James E Maulfair
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
22 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Simplicity InvestmentsSep 2026 to now
- The Baldwin Group Wealth Advisors, LLCJan 2025 to now
- The Baldwin Group Welath Advisors, LLCJan 2025 to now
- The Baldwin GroupDec 2020 to now
- Kestra Advisory Services, LLCApr 2016 to Jan 2025
- Kestra Investment Services, LLCAug 2014 to Jan 2025
- Armfield Harrison & ThomasNov 2004 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 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
- 4903901
- Firm CRD
- 312284