John BakerCRD Number: 2914008
Current Firm: Atlas Capital Advisors LLC
John Baker (CRD# 2914008) is an Investment Advisor Representative working at Atlas Capital Advisors LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Atlas Capital Advisors||San Francisco, CA||Jul 2021 - Current||< 1|
|Bcw Securities LLC||San Francisco, CA||Feb 2013 - Jun 2021||8|
|Delta Investment Management, LLC||San Francisco, CA||Oct 2018 - Jan 2021||2|
|Violich Capital Management||San Francisco, CA||Jun 2012 - Dec 2012||< 1|
|Independent Consultant||San Francisco, CA||Jun 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
Total Assets Under Management714MILLIONS
Total Number of Accounts395ACCOUNTS
Average Account Value$1,807,595
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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