Jeffrey Baker (CRD# 7123110) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Williamsville, NY and has over 5 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James & Associates, Inc. | Williamsville, NY | Aug 2024 - Current | < 1 |
Bank Of America, N.a | Williamsville, NY | Jun 2023 - Aug 2024 | 1 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. | Williamsville, NY | Jun 2023 - Aug 2024 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville, NY | May 2019 - May 2023 | 4 |
Bank Of America, N.a | Williamsville, NY | May 2019 - May 2023 | 4 |
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 |
- NY
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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
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
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