John
Baker

Wells Fargo Advisors Financial Network, LLC

CRD#2323786
Investment Advisor
in Atlanta, GA
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About this Advisor

John Baker is a certified financial planner working in Atlanta, Georgia, with a total of 25 years of financial industry experience. Baker works at Wells Fargo Advisors Financial Network, LLC. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors Financial Network LLC and Berkeley Captial Partners Inc. Baker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Wells Fargo Advisors Financial Network, LLC is a registered investment business based out of Atlanta, Georgia. The company has offices in 729 locations and a total of 1,997 financial advisors. It handles $49 billion in assets under management between its 149,098 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 763 charities and foundations. Of its 149,098 accounts, 41% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of services offered. However, fees billed by Wells Fargo Advisors Financial Network, LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3424 Peachtree Rd Ne Ste 1160
Atlanta, GA 30326

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

GA Average: $11,469,110,461
Total Number of Employees

1,978

GA Average: 458
Total Number of Accounts

154,383

GA Average: 33,415
Average Account Size

$307,810

GA Average: $343,232

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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
  • Other

John Baker Work History

John has 25 years of experience.

2009 - Present (10 years)

Wells Fargo Advisors Financial Network LLC

2009 - 2009 (< 1 year)

Morgan Stanley Smith Barney

2009 - 2015 (6 years)

Berkeley Captial Partners Inc

1993 - 2009 (16 years)

Citigroup Global Markets Inc

Disclosures

John Baker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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