Jim Baird

Rabid Flyers Fan | Doting Grandfather | Founder

When Jim established Compass Ion Advisors in 2008, he set out with a desire to build the business on a foundation of client trust. Since then, he’s continued to strive to unburden clients from the pressure of financial management, while customizing strategies that address their complex needs. He has been recognized as a “Five Star Wealth Manager” by Philadelphia Magazine every year since 2012.

Prior to his time at Compass Ion, Jim spent over 40 years working in the industry for companies such as Prudential Securities, Merrill Lynch, Drexel Burnham, and Salomon Brothers.

Check the background of this investment professional on FINRA’s BrokerCheck.

Additional Pursuits
- Elder at New Life Presbyterian Church, Dresher, PA
- Over 20-year history leading two men’s weekly Bible studies, including an addictions recovery group
- Avid biker and follower of all Philadelphia sports teams
- Board game enthusiast who regularly gets humbled by his kids
Education & Certifications
- Graduated Magna Cum Laude from Brown University
- Attended Wharton Graduate School of Business at the University of Pennsylvania
- Series 8 Principal/Supervisory License
- Series 65 Registered Investment Adviser

Meet with Jim

Are your finances aligned for your future? Schedule a call with us.

Let us help you find your financial direction.

Talk with an Advisor