Five Star award winner Jason Baldus, CFP®, MS

PROFESSIONAL PROFILE

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Jason Baldus, CFP^®, MS

Sr. Wealth Management Advisor

Visionary Wealth Advisors

1405 N Green Mount Rd, Suite 500

O'Fallon, IL 62269

Office: 618-726-3002

Cell: 618-977-5961

jason.baldus@vwa-llc.com
www.visionarywealthadvisors.com/portfolio-item/jason-baldus

Professional Approach

As a member of The INSIGHT Group Jason coaches his clients through the complex decision-making processes they will face through the various seasons of life. From raising children, to accumulating money for retirement, developing an income distribution strategy, and planning for the next generation, Jason provides his clients with both clarity and comfort. He achieves this by following his personal mission to increase happiness in the lives of others. Jason leads his clients to achieve their personal goals by working in a consultative manner with them and collaborating with their other trusted advisors to establish a roadmap and comprehensive financial plan.

Jason believes that every client is as unique as a fingerprint, so he seeks to uncover what is in the client’s heart, and to understand their values, fears, experiences, and aspirations. He particularly enjoys working with families, corporate executives, retirees, and small business owners.

Before starting in the financial services industry in 2006, Jason spent six years working as a teacher and coach. He takes an educator’s approach to planning with his clients and strives to simplify complicated topics to help improve clients’ understanding. Jason joined Visionary so he could work independently without the pressures to recommend any proprietary products and to offer his clients unbiased advice acting as a fiduciary who always acts in their best interest.

Jason has a BS from Eastern Illinois University, an MS from Southern Illinois University Edwardsville, and is a CERTIFIED FINANCIAL PLANNER™, or CFP®. This certification means Jason has successfully completed a rigorous training program followed by a comprehensive exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals, like Jason, who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies.

Jason and his wife, Judy, have five children and are active members of Holy Trinity Catholic Church in Fairview Heights, where Jason has served on the Board of Education and the executive board for the Athletic Association. Jason also gives his time as a founding member on the board of Swing Fore Hope which is a local 501(c)(3) organization dedicated to impacting and financially assisting local families fighting cancer and contributing to the cutting-edge research focused on eradicating the disease. You are also likely to find him at the O’Fallon Family Sports Park coaching and playing soccer or cheering from the sidelines. Jason is an avid golfer and follows the St. Louis Cardinals and Blues, the Fighting Illini, and Notre Dame Fighting Irish.

See Accomplishments

This award was issued on 10/01/2024 by Five Star Professional (FSP) for the time period 12/12/2023 through 07/09/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2685 St. Louis-area wealth managers were considered for the award; 187 (7 % of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,691, 167, 6%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2418, 158, 7%, 10/1/22, 1/24/22 - 7/22/22; 2021: 2683, 164, 6%, 10/1/21, 12/28/20 - 8/6/21; 2020: 2431, 170, 7%, 10/1/20, 1/6/20 - 8/7/20; 2019: 2481, 185, 7%, 10/1/19, 1/14/19 - 8/9/19; 2018: 2533, 179, 7%, 10/1/18, 1/26/18 - 8/15/18; 2017: 1681, 181, 11%, 10/1/17, 1/26/17 - 8/28/17; 2016: 1427, 324, 23%, 9/1/16, 3/3/16 - 8/22/16; 2015: 2194, 358, 16%, 10/1/15, 2/16/15 - 8/11/15; 2014: 1401, 389, 28%, 2/1/14, 2/16/13 - 8/11/13; 2013: 1726, 485, 28%, 2/1/13, 2/16/12 - 8/11/12; 2012: 1800, 455, 25%, 2/1/12, 2/16/11 - 8/11/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.