Baylis
Jadamec

Equity Services, Inc

CRD#7655958
Investment Advisor
in Marlton, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Baylis Jadamec is a financial advisor based in Marlton, New Jersey, working with Equity Services, Inc. Baylis has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bloomberg Lp, Fairview Lake Ymca, United States Postal Service, University Of Southampton, Robbinsville High School, Pond Road Middle School, Walmart, Amazon.Com, National Life Group, and Equity Services Inc. Baylis has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Baylis is part of Equity Services, Inc, which operates out of Marlton, New Jersey. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1108 Barclay Blvd Suite C-D
Marlton, NJ 08053

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

NJ Average: $4,257,716,217
Total Number of Employees

450

NJ Average: 30
Total Number of Accounts

11,558

NJ Average: 868
Average Account Size

$183,834

NJ Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Baylis Jadamec Work History

2024 - Present (0 year)

Equity Services Inc

2023 - Present (1 year)

National Life Group

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Bloomberg Lp

2021 - 2021 (< 1 year)

Fairview Lake Ymca

2021 - 2022 (1 year)

Walmart

2020 - 2020 (< 1 year)

United States Postal Service

2020 - 2020 (< 1 year)

Amazon.Com

2018 - 2021 (3 years)

University Of Southampton

2014 - 2018 (4 years)

Robbinsville High School

2010 - 2014 (4 years)

Pond Road Middle School

Disclosures

Please visit the SEC profile of Baylis Jadamec to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Esi Financial Advisors

Eric Heishman
Media, PA
Derrick Wilson
Marlton, NJ
Kevin Pent
Red Bank, NJ
Christopher Saras
Colchester, VT
Douglas Pi
Melville, NY
John Welch
Charlotte, NC
Rodney Cooper
Jacksonville, FL
Robert Thompson
Latham, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started