portrait of Jonathan R Baulsir
FINANCIAL ADVISOR
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

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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

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