Priscilla
Baker Jones
Occam Capital Management, LLC
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About this Advisor
Priscilla Baker Jones is a certified financial planner working out of Pittsford, New York who has 2 years of relevant experience. Baker Jones currently works for Occam Capital Management, LLC. They have been with Occam Capital Management, Llc for their entire career. Baker Jones maintains a Series 63 license, certifying them as a securities representative, and is approved to work in New York. Occam Capital Management, LLC is a registered investment business headquartered in Pittsford, NY. It oversees $67 million in assets under management across its 219 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 219 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in assets. Occam Capital Management, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees typically depend on which service is provided. However, fee types charged by Occam Capital Management, LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Occam Capital Management, LLC Brokerage Details
$67,354,921
2
219
$307,557
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Priscilla Baker Jones Work History
Priscilla has been registered as a financial advisor for 2 years.*
Occam Capital Management, LLC
*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 Priscilla Baker Jones 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 Occam Capital Management, LLC
Pittsford, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
