Commitment to helping our clients thrive and communities prosper

Investing with integrity is what we do for our clients every day. For us, it’s more than a slogan; it’s a way of life. The Baum Jackson Investment Group is taking our commitment to integrity one step further by focusing our support on providing transformative, character-shaping experiences for today’s young people. The global economy demands more than a college degree to get ahead. It requires real-world savvy and a moral compass to navigate sophisticated business challenges. It requires the knowledge and courage to do the right thing. This kind of judgment is forged in the kilns of life experience, upbringing, education, and values.

Baltimore Community Foundation

  • Patti Baum is on the Board of Trustees, Trustee since 2014
  • Patti Baum is the Chair of the Investment Committee

Baltimore School for the Arts

  • Patti Baum is on the Board of Overseers and she serves on the Executive Committee

Rosa Parks Museum, Montgomery, AL

  • Patti Baum is on the Board of Governors

Ginger Cove, Annapolis, MD

  • Margie Jackson is Director Emeritus
  • Margie Jackson formerly served as Vice President, Treasurer, and Chair of the Investment Committee

Community Foundation of Anne Arundel County (CFAAC)

  • Margie Jackson is a member of the Anne Arundel Estate Planning Council

Stocks in the Future (SIF)

  • Steve Rice is on the Board of Directors

Baum Jackson Investment Group Charitable Foundation

Through a partnership with the Community Foundation of Anne Arundel County, we have provided financial support to many local programs, including:

  • Community Crisis Response Fund
  • Hospice of the Chesapeake
  • Girls on the Run of the Greater Chesapeake
  • Seeds 4 Success
  • Annapolis Film Festival
  • Anne Arundel County Public Library Foundation
  • Anne Arundel Women Giving Together
  • Start The Adventure in Reading/STAIR
  • YWCA of Annapolis and Anne Arundel County
  • Feeding America
  • Ronald McDonald House Race for the Kids