JB
JB

Joseph Baker

17 Years of Experience
Atlanta, GA
1 DisclosureBroker

Joseph Baker is a registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

Atlanta, GA

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History

Regulatory History (1)
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Financial
June 2023
Pending
Employment History
Current Registrations
Invesco Advisers, INC.
July 2014 - Present · 11 yrs 10 mos
Invesco Distributors, INC.Broker
May 2014 - Present · 12 yrs
Invesco Distributors, INC.
May 2014 - Present · 12 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - May 2014 · 1 yr 7 mos
Chase Investment Services CORP.Broker
October 2008 - October 2012 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.