Tim Baldes
Principal,
Wealth Management Consultation
At A Glance
- Joined Edward Jones in 2008
- Investment Policy Committee Member
- Named an Edward Jones principal in 2019
At A Glance
- Joined Edward Jones in 2008
- Investment Policy Committee Member
- Named an Edward Jones principal in 2019
Edward Jones Principal Tim Baldes leads the Wealth Management Consultation Group. These teams provide financial advisors and clients with specialized advice and consultation on planning and investment portfolio topics. This group also provides financial advice practice consultation resulting in more effective and
efficient investment management processes
Tim also serves on the firm's Investment Policy Committee which is responsible for governing the firm’s planning and investment guidance. He was named an Edward Jones principal in 2019.
He began his Edward Jones career in 2008 in Investment Advisory, providing investment advice for the firm’s advisory programs. He joined Investment Manager Research in 2011 and was responsible for providing recommendations for investment strategies across a number of different asset classes. In 2015, he joined the Portfolio Construction Team as a portfolio manager, responsible for asset allocation and investment selection and in managing the discretionary multi-asset portfolios with-in Edward Jones Advisory Solutions®. He also helped launch and manage a number of the Bridge Builder Mutual Funds, a suite of multi-sub-adviser funds utilized in the firm’s advisory investment platforms. In 2019, Tim moved back to the research area and led the Investment Manager Research team which is responsible for the overall performance of the investment recommendations across a variety of investment solutions. Prior to his current role, Tim led the firm’s asset allocation, investment risk, and portfolio optimization capabilities.
A native of St. Louis, Tim graduated magna cum laude from Loyola University Chicago with a finance degree and earned an MBA from Loyola's Quinlan School of Business. He is a CFA® charter holder and a member of the CFA Society of St. Louis. He also holds the CAIA® professional designation.
He and his wife, Courtney, have two daughters, Josie and Emerson.
Tim has been active in the St. Louis United Way and is currently involved in Social Venture Partners in St. Louis, a local organization focused on providing hands-on resources to build long-term sustainability in selected nonprofits. Tim is also a member of the Mercy St. Louis Health System’s Foundation board.
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