Tim Baldes
Partner - Wealth Management Consultation at Edward Jones | St Louis, Missouri, United States
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Tim Baldes is a seasoned wealth and investment management professional currently serving as a Partner in Wealth Management Consultation at Edward Jones. In this pivotal role, he leads a dedicated team of advice professionals who specialize in providing comprehensive planning and investment consultation to financial advisors and their clients. Tim's extensive expertise spans asset allocation, portfolio construction, and investment risk management, enabling him to deliver tailored solutions that meet the unique needs of diverse client portfolios.
Under Tim's leadership, his team has successfully launched several innovative investment products and advisory platforms, enhancing the firm's ability to offer cutting-edge financial strategies. His deep understanding of manager research and sustainable investing, particularly in the ESG (Environmental, Social, and Governance) space, positions him as a thought leader in the industry. Tim is passionate about optimizing portfolio performance through rigorous financial analysis and strategic investment advisory, ensuring that clients can navigate the complexities of today’s financial landscape with confidence.
With a strong foundation in alternative investments and equities, Tim is adept at developing investment strategies that align with clients' long-term goals. His proficiency in financial modeling and his certifications, including Series 7 and Series 66, further bolster his capability to guide advisors in making informed decisions. Through his collaborative approach, Tim fosters a culture of teamwork and innovation, ultimately driving value for both clients and financial advisor practices at Edward Jones.
Partner - Wealth Management Consultation at Edward Jones in July 2023 to Present
Partner - Asset Allocation, Investment Risk, and Portfolio Optimization at Edward Jones in June 2021 to July 2023
Partner - Manager Research at Edward Jones in January 2019 to June 2021
Senior Portfolio Manager - Team Leader at Edward Jones in October 2016 to December 2018
Portfolio Manager - International Equities at Edward Jones in February 2015 to October 2016
Research Analyst at Edward Jones in March 2011 to February 2015
Product Specialist - Investment Advisory at Edward Jones in May 2008 to March 2011
Intern at Morningstar in January 2007 to May 2008
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Investments
Portfolio Management
Financial Analysis
Investment Advisory
Asset Allocation
Series 7
Mutual Funds
Financial Modeling
Investment Strategies
Equities
Fixed Income
Series 66
Alternative Investments
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Discover more about Edward JonesWhat is Tim Baldes email address?
Email Tim Baldes at [email protected] and [email protected]. This email is the most updated Tim Baldes email found in 2026.
What is Tim Baldes phone number?
Tim Baldes phone number is +13147614058.
How to contact Tim Baldes?
To contact Tim Baldes send an email to [email protected] or [email protected]. If you want to call Tim Baldes try calling on +13147614058. (updated on November 04, 2024)
What company does Tim Baldes work for?
Tim Baldes works for Edward Jones
What is Tim Baldes's role at Edward Jones?
Tim Baldes is Partner - Wealth Management Consultation
What industry does Tim Baldes work in?
Tim Baldes works in the Financial Services industry.
Tim Baldes Email Addresses
Tim Baldes Phone Numbers
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