Blake Bauer (CRD# 7690157) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Capital Partners | Newport Beach, CA | Sep 2023 - Current | < 1 |
| Clarity Capital Partners | Newport Beach, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Newport Beach, CA | Jun 2023 - Current | < 1 |
| First Republic Securities Company, LLC | Newport Beach, CA | Jan 2023 - Current | 1 |
| First Republic Bank | Newport Beach, CA | Oct 2018 - Sep 2023 | 4 |
| King County Prosecuting Attorney's Office | Seattle, WA | Jan 2018 - Jul 2018 | < 1 |
| Women's Funding Alliance | Seattle, WA | Mar 2018 - Jun 2018 | < 1 |
| Student | Seattle, WA | Sep 2014 - Jun 2018 | 3 |
| University Of Washington | Seattle, WA | Sep 2015 - May 2018 | 2 |
| Walker's Lockers | Seattle, WA | Sep 2015 - Jan 2018 | 2 |
| Therealedition.com | Newport Beach, CA | Jun 2015 - Sep 2015 | < 1 |
| Newport Harbor Highschool | Newport Beach, CA | Jan 2013 - Jun 2015 | 2 |
| Student | Newport Beach, CA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts974ACCOUNTS
-
Average Account Value$381,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AZ, CA, CO, FL, ID, MT, NV, OR, TX, VT, WA
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