Jeffrey Baker, financial advisor Williamsville NY

Jeffrey Baker

CRD Number: 7123110
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey Baker (CRD# 7123110) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsville, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Williamsville, NY Jul 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsville, NY May 2019 - Current 5
Private Residential Real Estate Buffalo, NY May 2018 - May 2019 1
Oliver's Restaurant Buffalo, NY Jun 2017 - Aug 2018 1
Buffalo Sabres Buffalo, NY Nov 2017 - May 2018 < 1
Unemployed Buffalo, NY Oct 2016 - Nov 2017 1
National Lacrosse League New York, NY Nov 2012 - Oct 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Jeffrey P. Baker
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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