Joshua
Baker
Wynn Capital
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About this Advisor
Joshua Baker is a financial advisor who works out of Augusta, Georgia who has 1 year of relevant experience. Baker is currently employed by Wynn Capital. Their career trajectory has included roles at Wynn Capital LLC, Serotta Maddocks Evans & Co., Cpas, Deloitte Tax Llp, Dixon Hughes Goodman Llp, Cherry Bekaert Llp and Student. Baker holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Georgia. Wynn Capital is a financial advisory firm based in Augusta, GA. It oversees $159 million in assets between its 674 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 674 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Financial management fees usually vary depending on which service is offered. However, fees billed by Wynn Capital typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wynn Capital Brokerage Details
$158,563,527
4
674
$235,257
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Joshua Baker Work History
Joshua has been registered as a financial advisor for 1 years.*
Wynn Capital LLC
Wynn Capital LLC
Serotta Maddocks Evans & Co., Cpas
Deloitte Tax Llp
Dixon Hughes Goodman Llp
Cherry Bekaert Llp
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wynn Capital
Augusta, GA
Augusta, GA
Augusta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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