Joseph James Harkness
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- The Capital Group Investment Advisory Services, LLCJul 2022 to Oct 2024
- Newday USAJun 2020 to May 2022
- George Pickett and AssociatesJan 2019 to Mar 2020
- North Carolina State University?Aug 2017 to Jan 2019
- YmcaJun 2017 to Aug 2017
- North Carolina State UniversityAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7744520
- Firm CRD
- 312284