Michael BakerCRD Number: 5922779
Current Firm: Edward Jones
Michael Baker (CRD# 5922779) is an Investment Advisor Representative working at Edward Jones in Taylorsville, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
|Edward Jones||St. Louis, MO||Sep 2012 - Current||5|
|Ad Tracker Reviews||Orem, UT||Jan 2006 - Sep 2012||6|
|Brigham Young University||Provo, UT||Aug 2009 - Apr 2012||2|
|Pi Wealth||Lehi, UT||Sep 2011 - Feb 2012||< 1|
|Index Funds Advisors||Irvine, CA||Mar 2011 - Sep 2011||< 1|
|Orkin Pest Control||San Jose, CA||Feb 2010 - Aug 2010||< 1|
|Prosper Inc.||Provo, UT||Jun 2009 - Sep 2009||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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
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.