JB
JB

Jeffrey Baker

39 Years of Experience
Chesterfield, MO
Broker

Jeffrey Baker is a registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

14767 North Outer 40 Rd, Fl 2 Ste 201, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey owns rental property in Shoreline, WA with his spouse since 2022. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
July 2020 - Present · 6 yrs
Wells Fargo Advisors Financial Network, LLCBroker
July 2020 - Present · 6 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2020 · 12 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
February 2003 - January 2008 · 4 yrs 11 mos
Financial Planning Consultants, INC.Broker
October 1986 - February 2003 · 16 yrs 4 mos
State Registrations35 states
ALARAZCACOFLGAIAILINKSKYMDMIMNMOMSMTNCNENHNJNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Baker - Financial Advisor | TrueAdvisor