CFP

Jeffrey Baker

35 Years of Experience

Woodbury, NY

1 DisclosureBroker

Jeffrey Baker is a CFP-designated registered investment advisor, based in Woodbury, NY, with 35 years of industry experience.

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (1)

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Customer Dispute

August 2002

Settled

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Other Business Activities

Jeffrey is involved in several outside business activities, including management, tax accounting, and business advisory services through Baker Retirement & Wealth Mgmnt. PC, which takes nearly full-time. He also participates in farming/agriculture through J.Baker Family LLP and Jay Bee Farms Inc, manages rental properties, serves as treasurer for Warrick Vet Clinic, and is involved with Friendship Pork, Warrick County Soil & Water District, Warrick County School Board, and Indiana Association of Soil and Water District.

Employment History

Current Registrations

Vanderbilt Advisory Services

July 2011 - Present · 14 yrs 10 mos

Vanderbilt Securities, LLCBroker

July 2011 - Present · 14 yrs 10 mos

Previous Registrations

H.D. Vest Advisory Services, INC

February 2003 - July 2011 · 8 yrs 5 mos

H.D. Vest Investment ServicesBroker

January 1991 - July 2011 · 20 yrs 6 mos

State Registrations13 states

AKALCACOFLILINKYMONYOHPATX

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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