James
Baker

Arvest Wealth Management

CRD#6326173
Investment Advisor
in Maumelle, AR

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About this Advisor

James Baker is a financial advisor based in Maumelle, Arkansas, with a total of 16 years of work experience. Baker is on the advisory team at Arvest Wealth Management. Throughout their career, Baker has worked at Edward Jones, Summit Esp, University Of Tulsa, University Of Tusla, O'Looney'S Wine And Liquor, Arvest Bank, Clark Power Corporation, Phoenix Interiors, Ameriprise Financial Services, Inc and Arvest Wealth Management. Baker maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas. Arvest Wealth Management is a firm headquartered in Maumelle, Arkansas. The investment advisory business has offices in 162 locations and a total of 232 financial advisors. It has $2 billion in total assets across its 6,945 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 40 charitable organizations. Of its 6,945 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which service is provided. Fees billed by Arvest Wealth Management likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

13301 Crystal Hill Road
Maumelle, AR 72113

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Arvest Wealth Management Brokerage Details

Total Assets Under Management

$2,144,216,748

AR Average: $880,205,985
Total Number of Employees

232

AR Average: 42
Total Number of Accounts

6,945

AR Average: 1,714
Average Account Size

$308,743

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Baker Work History

James has 16 years of experience.

2019 - Present (2 years)

Arvest Bank

2019 - Present (2 years)

Arvest Wealth Management

2016 - 2018 (2 years)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Edward Jones

2015 - 2015 (< 1 year)

Summit Esp

2015 - 2016 (1 year)

O'Looney'S Wine And Liquor

2014 - 2014 (< 1 year)

University Of Tulsa

2014 - 2014 (< 1 year)

Summit Esp

2013 - 2014 (1 year)

University Of Tusla

2013 - 2014 (1 year)

O'Looney'S Wine And Liquor

2012 - 2013 (1 year)

University Of Tulsa

2012 - 2012 (< 1 year)

Arvest Bank

2011 - 2012 (1 year)

University Of Tulsa

2011 - 2011 (< 1 year)

Clark Power Corporation

2010 - 2011 (1 year)

University Of Tulsa

2010 - 2010 (< 1 year)

Phoenix Interiors

Disclosures

James Baker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Arvest Wealth Management

Matthew Clinkscales
Springdale, AR
Jack Lamoreaux
Little Rock, AR
Adrienne Kersey
Fort Smith, AR
Thomas Wolf
Fort Smith, AR
James Southerland
Little Rock, AR
Jacqueline Rogers
Fort Smith, AR
Austin Garner
Oklahoma City, OK
Andrew Goos
Lees Summit, MO

This content was compiled from the SEC and FINRA.

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