The J R Baker Group

The J R Baker Group (CRD# 132931) is a financial advisory firm headquartered in Buellton, CA. They manage $33,125,193 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 66, Buellton, CA 93427
http://www.jrbakergroup.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $331,252
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The J R Baker Group
Showing 1 - 1 of 1 top financial advisors.
1
Joel Baker, financial advisor Buellton CA
Joel R. Baker
CRD#: 1121345
Buellton, CA

Joel Baker (CRD# 1121345) is an Investment Advisor Representative working at The J R Baker Group in Buellton, CA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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