Jason Baldwin

Advisor at Edward Jones

Updated today

Location

Paragould, AR 72450

Credentials

CFP®, Series 66

Industry experience

6 years

About

Jason Baldwin is a CFP® and holds a Series 66 license. He has six years of industry experience, all with Edward Jones since 2020, and has been involved with Limestone Partners LLC since 2007. In addition to his advisory work, he is a member of JRBaldwin LLC, which maintains rental property in Brookland, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Active portfolio management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

3501 Stonegate Dr Suite E

Paragould, AR 72450

Most active in

Arkansas · Texas

Work history

Edward Jones

2020 - Present (6 years)

Limestone Partners LLC (Mike's Place)

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Timothy B

Series 63, Series 66

Paragould, AR

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Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Wealth management
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Christopher D

Series 63, Series 65

Paragould, AR

Dickinson Barnum Investment Management, LLC

Christopher Dickinson is a financial advisor with Dickinson Barnum Investment Management, LLC in Paragould, Arkansas. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Dickinson Barnum, he has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of his advisory role, he co-owns a hunting club and serves on the board of the Arkansas State Police Foundation. Dickinson Barnum Investment Management, LLC is a state-registered adviser that provides active discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as personal trusts and estates. The firm employs a value-biased investment approach based on fundamental analysis and manages roughly $60 million across several hundred client relationships.

Wealth management
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Joe S

Series 65, Series 66

Jonesboro, AR

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Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Retirement income strategy Medicare planning General estate planning guidance
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Jacqueline P

Series 63, Series 65

Jonesboro, AR

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Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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William D

Series 63, Series 65

Paragould, AR

Momentum Independent Network Inc.

William Dickey is a financial advisor with Momentum Independent Network Inc. and holds Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at Sws Financial Services since 2009. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services including managed accounts, financial planning, and retirement plan consulting. The firm utilizes third-party managers and Envestnet for investment advice and account management, integrating with Hilltop affiliates for municipal bond strategies and cash management solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Billie O

CFP®, Series 63, Series 65

Jonesboro, AR

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Billie Odom is a CFP® with 35 years of experience in financial advising. Currently with Coppell Advisory Solutions LLC, Odom previously worked at First Community Bank, LPL Financial, Ameriprise Financial Services, Centennial Bank, and Investment Professionals Inc. Odom also operates Odom Financial Services, a home-based non-variable insurance agency. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored investment process that includes asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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