Joan Malloy, CFA, CPA, CFP®
May 23, 2017
Roger Lewis
May 23, 2017
Jason-Baldus-Cropped-1291-614x412

Jason Baldus, CFP®, MS

Managing Director, Wealth Management Advisor

Direct Line: 618-726-3002


 

As a member of The Insight Group, Jason works directly with clients to help them achieve financial security, and particularly enjoys helping clients with retirement planning. As Managing Director, Jason is a mentor to other Advisors in the firm, and he selects and trains qualified individuals to add to our team of Visionaries.

As a Visionary, Jason sees the possibility of a future that is bigger and better than the past.  He is always looking forward. He says, “To be a Visionary means that you do not let fear or uncertainty stop you from pursuing your dreams. Rather, you step into faith and work relentlessly toward the vision in your mind’s eye.”

Before coming to Visionary Wealth Advisors, Jason worked in the financial services industry for eight years. He came to Visionary to be a part of a unique organization where he could offer his clients an unbiased platform for  comprehensive financial planning.

Jason is a CERTIFIED FINANCIAL PLANNER™, or CFP®. This certification means Jason has successfully completed a rigorous training program followed by a comprehensive exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals, like Jason,  who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies.

Jason and his wife, Judy, built a new home in 2014. They have four daughters, and are active members of Holy Trinity Catholic Church in Fairview Heights, where Jason serves on the board as Vice President and also as Secretary of the Athletic Association. He also serves on the board of Swing Fore Hope and supports Edwardsville Neighbors in Need.  Jason is an avid golfer and follows St. Louis professional sports, University of Illinois Basketball, and Notre Dame Football.