James C. Baldwin
Advisor | Client Services
James is an Advisor at Summit Financial Consulting, LLC. He graduated from Michigan State University with a B.A. in Finance in 2021. He is series 65 licensed and holds many other licenses. James is a core member of our advisory team dedicated to creating transparent financial strategies for our clients. During his time at MSU, he was actively involved in student investment groups, including the Student Investment Association and the Student Venture Capital Fund Group. Outside of the office, he enjoys playing golf and going on various trips and adventures with his friends.
Education
Michigan State University - B.A. in Finance
Experience & Certifications
4 Years Experience
Securities Exams & Registrations
- • Securities Industry Essentials (SIE)
- • Series 7
- • Series 63
- • Series 65
Insurance Licenses
- • Life, Accident & Health Insurance
- • Variable Life & Variable Annuities
Articles by James
- Should You Take Social Security at 62, 67, or 70? A Claiming Strategy Guide
- What Higher Interest Rates Still Mean for Your Money in 2026
- The Financial Physical: Why You Need a Check-up Before You're 30
- What Affects Mortgage Rates — A Guide for Homebuyers
- Should You Lease vs. Buy a New Car - Which Is Right for You?
James has written 6 articles for the Summit blog.
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