Baylis Jadamec

Baylis Jadamec is a CERTIFIED FINANCIAL PLANNER® professional with five years of experience in the financial and investment field coming over from Bloomberg LP and Merrill Lynch. He graduated in 2021 with a bachelor’s degrees in Economics and Finance from the University of Southampton. His philosophy is rooted in education. He believes clients make the best decisions when they clearly understand their options, so he takes the time to explain strategies in a straightforward and approachable way. His work focuses on retirement planning, investments, and tax-efficient financial strategies, all with an emphasis on helping clients make informed choices.

Outside of his work with clients, he enjoys spending time with his wife, Madisen, and their one-year-old daughter. He also enjoys playing golf whenever he gets the chance. These personal moments keep him grounded and remind him why thoughtful financial planning matters, shaping the way he supports clients as they build a future that aligns with their goals and values.

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I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ

Office of Supervisory Jurisdiction: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700