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PROFESSIONAL PROFILE

Jason Baldus, CFP®, MS

Sr. Wealth Management Advisor
Visionary Wealth Advisors
1405 N Green Mount Rd, Suite 500
O'Fallon, IL 62269
Office: 618-726-3002
Cell: 618-977-5961
jason.baldus@vwa-llc.com
www.visionarywealthadvisors.com/portfolio-item/jason-baldus

Professional Approach

As a member of The INSIGHT Group, Jason works with his clients through the complex decision-making processes they face throughout the various seasons of life. From raising children, to accumulating money for retirement, developing an income distribution strategy, and planning for the next generation, Jason aims to provide his clients with clarity and confidence. He pursues this by following his personal mission to increase happiness in the lives of others. Jason works with clients toward achieving their personal goals by taking a consultative approach and collaborating with their other trusted advisors to establish a roadmap and comprehensive financial plan.

 

Before starting in the financial services industry in 2006, Jason spent six years working as a teacher and coach. He takes an educator’s approach to planning with his clients and strives to simplify complex topics to help improve clients’ understanding. Jason joined Visionary so he could work independently without pressures to recommend proprietary products and to offer his clients objective advice, acting as a fiduciary, which requires him to act in his clients’ best interests when providing advisory services.

 

Jason has a BS from Eastern Illinois University and an MS from Southern Illinois University Edwardsville, and he is a CERTIFIED FINANCIAL PLANNER™, or CFP®. CFP® professionals must meet education, examination, experience, and ethics requirements established by the CFP Board. Professionals, like Jason, who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies.

This award was issued on 10/01/2026 by Five Star Professional (FSP) for the time period 12/25/2025 through 06/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3124 St. Louis-area wealth managers were considered for the award; 151 (5% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 2,997, 176, 6%, 10/3/25, 12/25/24 - 6/2/25; 2024: 2,685, 187, 7%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,691, 167, 6%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2418, 158, 7%, 10/1/22, 1/24/22 - 7/22/22; 2021: 2683, 164, 6%, 10/1/21, 12/28/20 - 8/6/21; 2020: 2431, 170, 7%, 10/1/20, 1/6/20 - 8/7/20; 2019: 2481, 185, 7%, 10/1/19, 1/14/19 - 8/9/19; 2018: 2533, 179, 7%, 10/1/18, 1/26/18 - 8/15/18; 2017: 1681, 181, 11%, 10/1/17, 1/26/17 - 8/28/17; 2016: 1427, 324, 23%, 9/1/16, 3/3/16 - 8/22/16; 2015: 2194, 358, 16%, 10/1/15, 2/16/15 - 8/11/15; 2014: 1401, 389, 28%, 2/1/14, 2/16/13 - 8/11/13; 2013: 1726, 485, 28%, 2/1/13, 2/16/12 - 8/11/12; 2012: 1800, 455, 25%, 2/1/12, 2/16/11 - 8/11/11.
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Visionary Wealth Advisors, LLC (“VWA” or the “Firm”) is a registered investment adviser with offices in Florida, Illinois, Kansas, and Missouri. VWA and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which VWA maintains clients. The Firm may only transact advisory business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VWA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of VWA’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. Any subsequent, direct communication by VWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VWA, please contact the SEC or the state securities regulators for those states in which VWA maintains a notice filing. A copy of VWA’s Form ADV disclosure brochure discussing its business operations, services, and fees is available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. VWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Firm’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by VWA), will be profitable or equal any historical performance levels 

Certain portions of VWA’s website (e.g., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, VWA’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from VWA or from any other investment professional. VWA is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if VWA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of VWA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to VWA’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/ device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from VWA, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to VWA‘s website, to release and hold harmless the Firm, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from VWA.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.