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John Joseph Solomon

Investment Adviser Representative at THE Baldwin Group Wealth Advisors, LLC

Bethesda, MDCRD #2692371Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Joseph Solomon is an investment adviser representative with The Baldwin Group Wealth Advisors, LLC in Bethesda, MD, where they have been registered since 2025. They have worked in the securities industry since 2003 and were previously registered with Brinker Capital Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Maryland and Pennsylvania.

Office

6720-b Rockledge Drive, Suite 400
Bethesda, MD 20817

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Pennsylvania
Broker:
2 states and territories

Maryland, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/2/2025
Series 66
Uniform Combined State Law Examination
Passed 6/13/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 2/21/1996
SIE
Securities Industry Essentials Examination
Passed 8/28/2017
Series 7
General Securities Representative Examination
Passed 12/10/2007
Series 24
General Securities Principal Examination
Passed 2/5/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Baldwin Group Wealth Advisors, LLCCurrent
7/2/2025 – Bethesda, MD
Brinker Capital Inc
6/16/2008 – 8/28/2017Berwyn, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Brinker Capital
    Jun 2007 – Aug 2017Berwyn, PA
  2. Mistral
    May 2018 – Jan 2019King of Prussia, PA
  3. Purshe Kaplan Sterling Investments
    Jul 2019 – Feb 2024Albany, NY
  4. The Capital Group
    Feb 2019 – Oct 2024Bethesda, MD
  5. Unemployed
    Sep 2017 – May 2018Glenmoore, PA
  6. THE Baldwin Group Wealth Advisors, LLC
    Oct 2024 – no end date reportedTampa, FL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE Baldwin Group Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Risk management, insurance (personal and business), employee benefits, private risk management, wealth management, and retirement consulting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Risk ManagementInsuranceEmployee BenefitsWealth ManagementPrivate RiskRetirement ConsultingBusiness InsurancePersonal Insurance

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
47
Offices listed on AdvisorFinder:
5
Main office:
Tampa, FL
SEC file number:
801-120404

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

Other advisors at THE Baldwin Group Wealth Advisors, LLC

Showing 12 of 47 in the directory

View THE Baldwin Group Wealth Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Joseph Solomon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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