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Amy Ward Jones

Leigh Baldwin & CO., LLC

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About Amy Ward Jones

Amy Ward Jones is a registered Investment Advisor Representative with Leigh Baldwin & CO., LLC. Amy has been in the financial services industry since 1997. Amy is licensed in 19 states and has a Series 7, Series 24, Series 63 and Series 65 licenses, as well as a Series 99TO. Amy specializes in financial planning and portfolio management for individuals and high net worth individuals. Amy also offers selection of other advisors for their clients.

Firm Information

Amy Jones is currently registered with Leigh Baldwin & CO., LLC. Leigh Baldwin & CO., LLC is a Limited Liability Company headquartered in Cazenovia, NY, that was formed on January 31, 1995. The firm is registered with the SEC and offers investment advisory services, including financial planning, portfolio management for individuals, and selection of other advisers. The firm has approximately $232,011,373 in regulatory assets under management and serves a diverse clientele, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Leigh Baldwin & CO., LLC

112 ALBANY STREET

CAZENOVIA, NY 13035

$232.01M

Assets Under Management

642

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees from other ria's

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Amy Jones’s Registration & Firm History

NY

06/23/2022 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

NY

08/24/2001 - 02/03/2005

PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)

NY

06/30/1999 - 10/19/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

12/10/1997 - 06/24/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/10/1997 - 06/24/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/04/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Ward Jones.
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