TLG Advisors
47yrs
Top advisor by experience in Summit
9yrs
Christopher Baldi
Full name on record: Christopher John Baldi
Financial advisor at J.P. Morgan Securities
Christopher Baldi is a fiduciary financial advisor in Summit, New Jersey, with 9 years in the industry. Christopher joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 489 advisors with offices in Summit, and one of 452 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office25 Deforest Avenue Floor 3, Summit, NJ 07901
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Christopher
Local office(908) 795-1425Ask for Christopher. (800) 999-2000Main office · New York, NY 25 Deforest Avenue Floor 3Summit, NJ 07901Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Christopher’s local office at (908) 795-1425 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Christopher Baldi.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Christopher hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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