Skip to Main Content
portrait of Jonathan R Baulsir
FINANCIAL ADVISOR

Jonathan R Baulsir

CPWA®, CIMA®
201 N Washington Hwy, Ashland, VA 23005opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Jonathan

It is with pleasure that I have been serving the greater Richmond market with Edward Jones since 2017. My passion for working with clients in the financial services industry started in 2002. My most recent tenure was with Franklin Templeton Investments.

Being a student of the market and enhancing my education on behalf on my clients are important to me. I attended Alfred University in Alfred, NY, graduating with a bachelor's degree in business administration and economics. I later went on to receive my master's degree in business administration from Webster University.

I hold a Certified Investment Management Analyst®, or CIMA®,...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CIMA®

    Certified Investment Management Analyst®

Education

  • Webster UniversityMaster of Business Admin
  • Alfred UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Fishing
  • Community Outreach

Team Members

  • Karen Mason
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(804) 798-5695

Fax

(877) 832-5847

Office Address

201 N Washington Hwy
Ashland, VA 23005opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More