Patricia
Watson

Baker Ellis Asset Management LLC

CRD#6802364
Investment Advisor
in Vancouver, WA

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About this Advisor

Patricia Watson is a financial advisor based out of Vancouver, Washington who has 4 years of industry experience. Watson is an advisor for Baker Ellis Asset Management LLC. During their career, Watson has held roles at Liberty Bell Jr/Sr High School, Baker Ellis Asset Management, LLC, Reed College Admission Office and Rocking Horse Bakery. Watson has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Oregon. Baker Ellis Asset Management LLC is a registered investment firm operating out of Vancouver, WA. It has $751 million in total assets across its 325 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 325 customer accounts, 41% are associated with high-net-worth investors who have greater than $1 million in assets. Baker Ellis Asset Management LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on the services offered. However, fee types charged by Baker Ellis Asset Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

805 Broadway St. Suite 400
Vancouver, WA 98660

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Baker Ellis Asset Management LLC Brokerage Details

Total Assets Under Management

$750,600,425

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

325

WA Average: 1,499
Average Account Size

$2,309,540

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patricia Watson Work History

Patricia has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Baker Ellis Asset Management, LLC

2018 - 2021 (3 years)

Baker Ellis Asset Management, LLC

2014 - 2018 (4 years)

Reed College Admission Office

2013 - 2014 (1 year)

Rocking Horse Bakery

2009 - 2013 (4 years)

Liberty Bell Jr/Sr High School

*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 Patricia Watson 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 Baker Ellis Asset Management LLC

Jack Dukeminier
Vancouver, WA
Philip Bagdade
Vancouver, WA
Patricia Watson
Vancouver, WA
Barnes Ellis
Vancouver, WA
Brian Baker
Vancouver, WA
John Groh
Vancouver, WA

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.

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