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Melissa Jean Baldwin

Sharkey Howes & Javer Inc.

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About Melissa Jean Baldwin

Melissa Baldwin is a financial advisor with Sharkey Howes & Javer Inc. in Denver, Colorado. Melissa has been in the financial services industry since January 2011. Melissa is a Certified Financial Planner and holds a registration as a Registered Agent in Colorado. Melissa specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The advisor works with individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Melissa Baldwin is currently registered with Sharkey Howes & Javer Inc.. Sharkey Howes & Javer Inc. is a Denver, CO-based Registered Investment Advisor with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They provide educational seminars and selection of other advisors as well. With over $824 million in assets under management, they serve a diverse client base including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Sharkey Howes & Javer Inc.

720 SOUTH COLORADO BLVD

DENVER, CO 80246-1904

$824.66M

Assets Under Management

35

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Melissa Baldwin’s Registration & Firm History

CO

08/21/2018 - Present

Sharkey Howes & Javer Inc. (DENVER CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Jean Baldwin.
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