John Beckley Groh

CFA · CFP

Baker Ellis Asset Management LLC

28 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Baker Ellis Asset Management LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

349 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$874.2M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

805 Broadway St., Suite 400, Vancouver, WA, 98660

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History

Regulatory History (1)

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Criminal

April 1987

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

John is a part-owner and manager of a rental property since 2006. He spends minimal time collecting rent and paying bills.

Employment History

Current Registrations

Baker Ellis Asset Management LLC

January 2016 - Present · 10 yrs 1 mo

Previous Registrations

D.A. Davidson & CO.

December 2006 - December 2015 · 9 yrs

D.A. Davidson & CO.Broker

July 2001 - December 2015 · 14 yrs 5 mos

Crown Point Securities, LLCBroker

October 1997 - July 2001 · 3 yrs 9 mos

Olde Discount CorporationBroker

September 1994 - January 1995 · 4 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.