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
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts100ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at The J R Baker Group
1
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.
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