Brooke Baker (CRD# 6958979) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Feb 2023 - Current | 1 |
| John Hancock Investment Management Distributors LLC | Boston, MA | Mar 2021 - Current | 3 |
| John Hancock | Tempe, AZ | Mar 2021 - Feb 2023 | 1 |
| Edward Jones | Tempe, AZ | May 2018 - Feb 2021 | 2 |
| University Of Massachusetts Amherst | Amherst, MA | May 2015 - May 2019 | 4 |
| University Of Massachusetts Amherst | Amherst, MA | Aug 2017 - Dec 2018 | 1 |
| State Street Global Advisors | Amherst, MA | Jan 2018 - Aug 2018 | < 1 |
| Pioneer Valley Regional School District | Northfield, MA | Aug 2015 - Jun 2018 | 2 |
| American Portfolios | Greenfield, MA | May 2017 - Jun 2017 | < 1 |
| Leyden House | Leyden, MA | Nov 2014 - Jun 2017 | 2 |
| Aspen Square Management | Sunderland, MA | May 2016 - Feb 2017 | < 1 |
| Angel's Rest Retreat And Conference Center | Leyden, MA | May 2012 - Aug 2015 | 3 |
| Pioneer Valley Regional School | Northfield, MA | Sep 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- AZ
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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