Barron’s Top 1200 Advisor list 2018

On May 30th 2018 Patti attended the Barron's 2018 Washington, DC Regional Summit where she was awarded the Barron's 2018 Top 1200 Advisor's prize.

Photo Credit: LILA PHOTO

Please click here to see highlights From Barron’s 2018 Top 1,200 Financial Advisors Ranking

FT 400 Top Financial Advisors

On March 22nd 2018 Margie attended the 2018 FT 400 Celebration event in New York City honoring this year’s Financial Times 400 group.

Please click here to see the special report on the FT 400 Top Financial Advisers

Baltimore Community Foundation creates $6 million 'impact' fund to target city's ills

We are proud to share with you this recent article about the Baltimore Community Foundation's commitment to impact investing, an initiative spearheaded by our own Patti Baum.

Please click here to check out the article.

Commitment to helping our clients thrive and communities prosper

Through the Baum Jackson Investment Group Charitable Foundation held at the Community Foundation of Anne Arundel County (CFAAC), we have supported character-building experiences for young people (ages 5-21) with an emphasis on:

  • Defining experiences - Often successful people reflect back on an important event or experience in their lives that set them on a positive path or altered their course.  These may be ongoing programs, workshops, youth clubs, competitions, camps or field trips that expose youth to new perspectives and possibilities and unearth something about their own unique character.
  • Education - We invest in formal or informal educational opportunities that nurture a child's potential, teach possibility-thinking, and instill a desire to achieve.
  • Financial literacy - We invest in programs that teach young people the financial basics of budgeting, saving, borrowing, and investing. More than the financial tools, we are interested in programs that convey the essential concepts behind the tools (deferred gratification, compounding, opportunity costs, etc).

STAIR – Start the Adventure in Reading

The Baum Jackson Investment Group Charitable Foundation proudly supports STAIR. STAIR is a reading and mentoring program designed to provide early intervention for at-risk second grade students in Annapolis. Our donation provided 81 students with their own copy of Mirriam Webster Children’s Dictionary. Patti Baum and Margie Jackson delivered the dictionaries and participated in the reading and mentoring program by reading to area students.


RBC Blue Water Day 2016 and 2017

We participated with the Annapolis Branch in RBC's annual Blue Water Day. For two consecutive years we worked to improve the Contee Watershed Trail at the Smithsonian Environmental Research Center in Edgewater, MD. We removed overgrowth and invasive plants and mulched sections of the trail. 
Tom Carter (Branch Director), Trish Hanks, and Fred Sherrill