Edward Jones - Dave Baldwin

Business Snapshot
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
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Edward Jones - Dave Baldwin
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Edward Jones  - Dave Baldwin
Business Member Overview

I entered the financial services industry in2005 as a financial advisor with Waddell & Reed before moving to theMidwest and then on to San Francisco to work for Ivy Investments as a mutual fund wholesaler. As a regional vice president, I was responsible for supporting financial advisors and their clients with mutual fund investments. I relocated back to Southern California and started with Edward Jones in July 2016.

I look forward to serving my community and clients' needs with my 12 years of industry experience, and I have become an active member of the community through my involvement with the Oceanside, Vista and San Marcos Chambers ofCommerce. I also attend North Coast Church with my wife, Andrea, and two children.