Jared Quereau
Baldwin Management · West Conshohocken, Pennsylvania
Jared Quereau is a fee-only financial advisor at Baldwin Management in West Conshohocken, Pennsylvania. Jared focuses on tax planning, estate & legacy planning and founders (pre-exit). Baldwin Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Baldwin Management |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.30B across 707 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4016962 |
| Exams passed | Series 63 (2000) · Series 65 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.baldwinmgt.com |
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Questions about Jared
Is Jared Quereau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Baldwin Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Baldwin Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jared Quereau based?
Jared Quereau is based in West Conshohocken, Pennsylvania.
What does Jared specialize in?
Jared's specialties include tax planning, estate & legacy planning, founders (pre-exit), family wealth transfer and retirement planning. Jared works with executives, ultra high net worth, multi-generational families and mid-life transitions.
Is Jared Quereau registered with the SEC?
Yes. Jared Quereau is registered as an investment adviser representative in PA (CRD 4016962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baldwin Management manage?
Baldwin Management reports $1.30B across 707 accounts in assets under management.
How do I contact Jared Quereau?
Through Jared's website, www.baldwinmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Baldwin Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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