Financial Advisor Jeffrey Baker

Jeffrey Baker - RFC®

Less Stress More Enjoyment

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 Registered FInancial Consultant (RFC) designation. He currently transacts business in IN, TX, FL, MI and OH.

My History

Jeff began his career in Indiana, moved to Florida in 1997, then back to Indiana in 2005. In 2014 he moved his residence to the Sugar Land, TX area and has an office there.  He also has an office in Indiana.  Jeff and his wife/executive assistant, Alexandra, previously lived in the Clearwater-Tampa area. of Florida.

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 Registered Financial Consultant (RFC) 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 OH.
  • 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 eight 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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