Financial Advisor Jeffrey Baker

Jeffrey Baker - MRFC

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Independent Financial Advisor

About Jeffrey



My Profile

Introduction

Jeff has been in the financial services business since 1981. He is a registered representative, Investment Advisor Representative (IAR) and holds Master Registered FInancial Consultant (MRFC) designation. He currently transacts business in IN, TX, FL, MI and OH.

My History

Jeff has significant experience in the financial services area.  Some of his specialties include assisting individual clients with their investment portfolios and also businesses with their pension planning.  Jeff has long been an advocate of fee-based financial planning and fee-based investment advice.  Jeff and his wife moved to Ft. Bend County, TX in 2014 and love living here. 

Education

Jeff holds a Masters Degree from Ball State University and a BS from the University of Indianapolis. He is an Investment Advisor Representative (IAR) and holds the Master Registered Financial Consultant (MRFC) designation through the International Association of Registered FInancial Consultants. 

Achievements

Licenses Held

Jeffrey holds the following licenses:

  • FINRA License Series 6 – Mutual Funds/ Variable Products
  • FINRA License Series 7 – General Securities in IN, FL, TX,  MI and.
  • FINRA License Series 65 – Investment Advisor for IN, FL, TX, OH and MI.
  • Series 63 – Uniform Securities Agent State Law Examination.

Interests and Activities

Jeff has many clients in Indiana, Florida and Texas and enjoys traveling to those areas as well as the Caribbean.  Jeff is an avid reader and is interested in keeping his clients up to date with how world events affect their interests and holdings.  He has also maintained an interest in sporting events and in keeping his own mind and body in good physical condition.  Jeff and Alexandra are members of Lakewood Church in Houston, TX and are active as volunteers for Lakewood Church in their Nursing Home Ministry.  Jeff and Alexandra have four children and nine grandchildren


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Jeffrey Baker is an independent contractor of Money Concepts
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