Jack Digney
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
13 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
13 years in the industry.
- Simplicity InvestmentsSep 2026 to now
- The Baldwin Group Wealth Advisors , LLCJan 2026 to now
- The Baldwin GroupJan 2026 to now
- Lasalle Street Securites, LLCMar 2026 to Sep 2026
- UnemployedSep 2025 to Jan 2026
- Independent Recruiters BvJun 2023 to Aug 2025
- Equitable Advisors, LLCJul 2017 to Apr 2023
- AXA Advisors, LLCJul 2017 to Jun 2020
- Park Avenue Securities LLCDec 2016 to Apr 2017
- Hopping Green & Sams Law FirmJan 2016 to Dec 2016
- Florida State UniversityAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6738587
- Firm CRD
- 312284