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James Clayton Baldwin

Lasalle ST. Investment Advisors, LLC

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About James Clayton Baldwin

James Clayton Baldwin is a financial advisor currently registered with Lasalle St. Investment Advisors, LLC in Elmhurst, Illinois. James has been in the industry since February 19, 2004. He holds Series 63, Series 7 and SIE licenses and is a Chartered Financial Analyst. James specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. James is also involved in real estate as a member of Baldwin Brown Investment, L.L.C. He is registered with the state of North Carolina as both a Broker-Dealer and Investment Advisor Representative. He is also registered in South Carolina. James and Lasalle St. Investment Advisors, LLC provide advisory services to individuals, businesses, trusts, pension and profit sharing plans, and charitable organizations.

Firm Information

James Baldwin is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Baldwin’s Registration & Firm History

IL

05/24/2018 - Present

Lasalle ST. Investment Advisors, LLC (ELMHURST IL)

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Licenses & Designations

BC

Issued 03/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Clayton Baldwin.
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