Jason Robert Baldus
Investment adviser representative at Visionary Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mass Mutual Life Insurance CompanyMar 2014 to now
- Visionary Wealth Advisors, LLCMar 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Visionary Wealth Advisors, LLC
$3.5BAssets managed
4,262Clients
48Advisers
12 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
- 5190808
- Firm CRD
- 169610