About Jeremy D. Baldwin

After UTI, Jeremy worked as a mobile barista for Dirty Water Coffee Company, then moved into oil and gas as a landman. In his early twenties he had more time than money to give, so he spent much of it in student ministry at Life.Church’s Northwest OKC campus. That included substitute teaching at some of the schools he had attended, just to spend time with the students. That season gave him a lasting love for leadership development.

When oil fell from roughly $140 a barrel in 2008 to around $40 almost overnight, his employer told him, “I can survive this, but you can’t.” Jeremy called a friend who had been encouraging him to look at financial services, and he started at John Hancock in March 2009.

From there he kept building. He started a financial services arm inside a mortgage brokerage and worked as an in-house advisor at an employee-benefits brokerage. He helped launch and run Kelsey’s law firm, The Baldwin Firm, PLLC. In 2023 he started Baldwin Financial. The family wound down the law firm at the end of 2025 to put their time where it matters most.

Jeremy does his best work with people who carry a lot of responsibility: business owners, entrepreneurs, medical professionals, attorneys and executives. He wants clients to feel they have someone alongside them for the long haul.

Because the relationship is that close, Baldwin Financial is selective about fit, in both directions. Through technology, the firm offers a modern family office experience that works alongside each client’s CPA, attorney and other advisors. Baldwin Financial does not practice law, prepare tax returns or provide accounting services.

Many clients own businesses, so Jeremy also owns The Baldwin Insurance Firm, LLC, an independent employee-benefits brokerage. He has run an advisory firm, an insurance agency and a law firm, and he has served on several nonprofit boards. He has sat on the owner’s side of many of the decisions his clients face.

Most consequential financial decisions touch several areas at once: a practice buy-in affects cash flow, taxes and retirement timing; a business sale changes what insurance is needed and how much risk a portfolio should carry; a decision to retire early depends on healthcare costs as much as on investment returns.

Jeremy's process starts by mapping those connections honestly, then laying out the realistic tradeoffs in plain language. The goal is a deliberate decision the client understands and can live with, not a product sale.

• Listen first. The initial conversation is about what is actually on your mind, not a presentation.
• Explain the tradeoffs. Every option has a cost. Jeremy's job is to make those costs visible before you commit.
• Coordinate. Where a CPA, attorney or benefits administrator is already involved, the plan is built to work alongside them.
• Keep it current. Plans are revisited as life, business and markets change.

Jeremy's clients tend to be busy professionals and owners whose personal finances are tied to a practice, a firm or a company, and pre-retirees who want several moving parts brought into one coherent plan.

• Physicians
• Dentists
• Attorneys
• Business owners
• Pre-retirees
• Executives

Jeremy is an Investment Adviser Representative at Baldwin Financial, LLC, an investment adviser registered with the State of Oklahoma that provides financial planning and investment advisory services to professionals, families and business owners.

He also owns The Baldwin Insurance Firm, LLC, an independent employee-benefits agency that helps Oklahoma businesses evaluate and manage health, dental, vision, life and disability coverage for their teams.

The two firms are separate entities with different regulatory frameworks. Running both gives Jeremy an unusually complete view of how a business owner's personal plan, company benefits and insurance decisions fit together.

Jeremy D. Baldwin is an Investment Adviser Representative of Baldwin Financial, LLC (CRD #324725), an investment adviser registered with the State of Oklahoma. Registration does not imply a certain level of skill or training.

The firm's Form ADV and Jeremy's individual registration record are available through the SEC's Investment Adviser Public Disclosure website, and Form ADV Part 2 is available on request.

Education: Associate of Applied Science, Automotive Technology, Universal Technical Institute. Putnam City North High School, 2006.

Jeremy met Kelsey at the Dirty 30 5K mud run on July 30, 2011. Thirty days later they knew they were meant to be together. They got engaged six months later and married on June 1, 2012. Today they travel as much as they can with their son, Ari, and Charles, their long-haired German shepherd.

That 5K was a gateway. Jeremy worked up through the 10K, the half marathon and the marathon, hit his time goals, and then decided an Ironman sounded fun since he had swum competitively. He didn’t know much about triathlon at the time. That road led to the 2018 USA Triathlon Ultra Long Distance National Championship, where he placed 4th overall and won his age group.

He still loves the outdoors and pushing his mind and body, and that mental toughness has paid off in business and in life.