Jacob Baker (CRD# 7050720) is an Investment Advisor Representative working at Td Ameritrade Investment Management, LLC in Greensboro, NC and has over 4 years of experience in the finance industry.
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
CRD# 7033844
Cetera Advisor Networks LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade, Inc. | Greensboro, NC | Jan 2023 - Current | < 1 |
| Td Ameritrade Investment Management, LLC | Greensboro, NC | Jan 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Greensboro, NC | Sep 2021 - Jan 2023 | 1 |
| Charles Schwab Bank, Ssb | Greensboro, NC | Sep 2021 - Jan 2023 | 1 |
| Unemployed | Durham, NC | Aug 2021 - Sep 2021 | < 1 |
| Fidelity Brokerage Services LLC | Durham, NC | Dec 2018 - Jul 2021 | 2 |
| Veritude Llc / Fidelity Investments | Durham, NC | Sep 2017 - Dec 2018 | 1 |
| Bakers Tractor And Trailer Repair | Farmville, NC | Apr 2016 - Jul 2017 | 1 |
| University Of North Carolina Greensboro | Greensboro, NC | Jul 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NC
-
Total Assets Under Management15,828MILLIONS
-
Total Number of Accounts101,875ACCOUNTS
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Average Account Value$155,367
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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