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Jason Robert Baldus

Visionary Wealth Advisors, LLC

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About Jason Robert Baldus

Jason Baldus is an investment advisor representative associated with Visionary Wealth Advisors, LLC. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since December 2006. Jason holds a Series 6, Series 7, Series 63 and Series 65 license. Jason has experience in financial planning and portfolio management for individuals and businesses. Visionary Wealth Advisors, LLC, is a registered investment adviser with the Securities and Exchange Commission (SEC) and is headquartered in St. Louis, Missouri. The firm provides financial planning and investment management services to individuals, families, and businesses.

Firm Information

Jason Baldus is currently registered with Visionary Wealth Advisors, LLC. Visionary Wealth Advisors, LLC is a registered investment advisor headquartered in St. Louis, Missouri. The firm has 24 licensed agents and manages over $2.4 billion in assets. Visionary Wealth Advisors provides financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. They also offer selection of other advisors and participate in wrap fee programs.
Visionary Wealth Advisors, LLC

1401 SOUTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63144

$2.43B

Assets Under Management

18

Total Clients

40

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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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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Jason Baldus’s Registration & Firm History

MO

04/18/2014 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

IL

12/20/2006 - 04/02/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDWARDSVILLE IL)

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Licenses & Designations

IA

Issued 09/24/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Robert Baldus.
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