Jacob
Baker
Edge Capital Group, LLC
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About this Advisor
Jacob Baker is a financial advisor working in Dallas, Texas with a total of 1 year of relevant experience. Baker works at Edge Capital Group, LLC. Throughout their career, Baker has worked at Charles Schwab And Co., Inc, University Of Alabama Student, Niceville High School Student and Edge Capital Group. Baker holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Edge Capital Group, LLC is an advisory company based in Atlanta, GA. It has offices in five locations and a total of 34 people on staff. It administers $5 billion in assets between its 2,930 accounts, making it one of the biggest firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,930 accounts, 96% are associated with high-net-worth investors who have at least $1 million in investable assets. Edge Capital Group, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services usually depend on which service is offered. Fees charged by Edge Capital Group, LLC most likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edge Capital Group, LLC Brokerage Details
$5,219,394,777
34
2,930
$1,781,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacob Baker Work History
Jacob has been registered as a financial advisor for 1 years.*
Edge Capital Group
Charles Schwab And Co., Inc
University Of Alabama Student
Niceville High School 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 Jacob 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 Edge Capital Group, LLC
Dallas, TX
Charlotte, NC
Atlanta, GA
Atlanta, GA
Dallas, TX
Charlotte, NC
Atlanta, GA
Atlanta, 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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