Jeffrey BakerCRD Number: 5129531
Current Firm: First Trust Advisors LP
Jeffrey Baker (CRD# 5129531) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 17 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Goldstone Financial Group, LLC
Hightower Advisors, LLC
|First Trust Portfolios LP||Wheaton, IL||Nov 2018 - Current||4|
|First Trust Advisors LP||Wheaton, IL||Nov 2018 - Current||4|
|Brookmont Capital Management||Dalls, TX||Aug 2017 - Nov 2018||1|
|First Trust Portfolios LP||Lisle, IL||Jan 2011 - Jun 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management190,452MILLIONS
Total Number of Accounts3,143ACCOUNTS
Average Account Value$60,595,609
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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