Jay Baldwin

Jay Baldwin

Financial Representative

2400 Lakeview Parkway, Suite 450
Alpharetta, GA 30009

Phone: (678)297-4056
Fax: (678)297-4044
E-mail: jbaldwin@atlanta.nef.com

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

Business Philosophy

Without the motivation of a competent, financial professional, most people may not sufficiently plan for their future, including protecting their family and business. 
 
Partnering with our firm’s professionals, I develop comprehensive financial strategies for my clients, providing both personal and business solutions. We create a personalized, written “financial forecast” for each client, addressing key issues such as retirement planning, proper asset allocation, risk analysis to ensure financial protection in the event of health issues, disability, or premature death.
 
I provide my clients with proactive, personalized advice and access to best in class investment and risk management tools. Conducting periodic review meetings is critical in ensuring that your financial strategy is aligned with your personal goals.
 
Personal
  • Investment Advisor Representative, New England Securities Corp.
  • Entered Financial Services Profession in 2001
  • BBA in Finance, Georgia State University
  • Lives in Lithonia, Georgia with his wife and two young sons
  • Volunteer with Big Brothers Big Sisters and Principal For a Day (with Atlanta Chamber of Commerce)