Jonathan
Baker

Woodbury Financial Services, Inc

CRD#2178946
Investment Advisor
in Atlanta, GA
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About this Advisor

Jonathan Baker is a certified financial planner based in Atlanta, Georgia, who has 16 years in the industry. Baker works at Woodbury Financial Services, Inc. Throughout their career, Baker has worked at Woodbury Financial Services, Inc and Jon Baker Financial Group. Baker maintains a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Florida, Georgia, Texas, Virginia and North Carolina. Woodbury Financial Services, Inc is a registered investment firm based in Atlanta, Georgia. The firm has offices in 590 locations and a total of 1,945 advisors. It administers $7 billion in assets under management across its 36,076 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 74 charities and foundations. Of its 36,076 customer accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc performs a broad array 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 educational seminars. Fees for financial advice usually depend on which services are offered. Fee types billed by Woodbury Financial Services, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1050 Crown Ponte Parkway Suite 1590
Atlanta, GA 30338

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

GA Average: $5,289,111,388
Total Number of Employees

1,925

GA Average: 157
Total Number of Accounts

45,748

GA Average: 8,262
Average Account Size

$166,823

GA Average: $640,173

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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
  • Educational seminars/workshops

Jonathan Baker Work History

Jonathan has 16 years of experience.

2003 - Present (16 years)

Woodbury Financial Services, Inc

2002 - Present (17 years)

Jon Baker Financial Group

Disclosures

Jonathan 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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