Jonathan Baker, financial advisor Miami FL

Jonathan Baker

CRD Number: 6648529
Current Firm: Corient

Jonathan Baker (CRD# 6648529) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Corient Services LLC Miami, FL Jul 2023 - Current < 1
Corient Itasca, IL Dec 2022 - Current 1
Cipw Service Company, LLC Toronto, Jan 2023 - Jul 2023 < 1
Balasa Dinverno Foltz Itasca, IL Apr 2016 - Mar 2023 6
Rsm Us LLP Chicago, IL Jan 2013 - Apr 2016 3

Jonathan Baker has no recent exams reported.
Contact Info for Jonathan S. Baker
Phone Number: (305) 735-2020
Firm Website: https://www.corient.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    94,617
    MILLIONS
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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