James Charles Baldwin
Investment adviser representative at Summit Financial Working With People You Trust
15 yearsExperience
1 stateRegistered in
$219MFirm assets
4 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
- Seminars and workshops
Experience
15 years in the industry.
- Gradient Securities, LLCApr 2022 to now
- Summit Financial Working With People You TrustOct 2021 to now
- Summit Financial Consulting LLCOct 2021 to now
- Summit Health Services, LLCOct 2021 to now
- James Baldwin, Sole ProprietorMay 2021 to now
- Trivelloni Asset ManagementJun 2021 to Oct 2021
- Fiat-chrysler AutomotiveJun 2020 to Aug 2020
- Dte EnergyMay 2019 to Aug 2019
- Dte EnergyMay 2018 to Aug 2018
- Full TimestudentSep 2011 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Summit Financial Working With People You Trust
Legal name: Summit Financial Consulting LLC
$219MAssets managed
1,139Clients
6Advisers
4 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
- 7451561
- Firm CRD
- 126570