Jennifer Baker
Jennifer Baker is a CFP-designated registered investment advisor at Bws Investment Management, LLC, based in Houston, TX, with 5 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWS Investment Management does not directly manage your investments. Instead, they recommend third-party investment managers. These managers charge fees ranging from 0.40% to 2.50% of the assets they manage, depending on the specific program, investment strategies, and the size of your account. BWS Investment Management receives a portion of this fee, ranging from 0.20% to 2.00%, for their consultation services and oversight of the third-party manager.
Location
13100 Wortham Center Dr, Third Floor, Houston, TX, 77065
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is a Managing Member and Insurance Agent at Baker Wealth Strategies, LLC, an insurance agency, since 2019. Jennifer offers insurance products and services and dedicates about half of her time to this activity.
Employment History
Current Registrations
Bws Investment Management, LLC
Previous Registrations
Bws Investment Management, LLC
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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.