Jason Baker
CRD Number: 2571121Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both
Baker Financial Group is an independently owned financial services firm who provides values-based family wealth management solutions to clients throughout the southeast region of the United States. We assist our clients in making sound financial planning decisions that contribute towards a secure future. We provide impeccable client service, with a team of specialists focused every day on providing personalized solutions. Our systems, technology and processes are designed to maximize efficiency and create a positive experience for our clients. We strive to act as personal Chief Financial Officers, anticipating changes and recommending proactive strategies, before challenges occur. We strive to help secure our clients’ financial wellbeing and create a fulfilling future.
Jason Baker (CRD# 2571121) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
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Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2010 - Current | 14 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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
Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Baker Financial Group and Cambridge are not affiliated.
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