John Baker, financial advisor San Francisco CA

John Baker

CRD 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.

Similar Advisors
John McNertney, financial advisor San Francisco CA
John T. McNertney
CRD# 2289402
Polaris Wealth Advisory Group
Similar Advisors
William Browne, financial advisor San Francisco CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Francisco CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Company Name Location Dates Years
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
Contact Info for John S. Baker
Phone Number: 415-354-2400
Firm Website: https://www.atlasca.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    714
    MILLIONS
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $1,807,595
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.