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JB
JB

Joel Robert Baker

The J R Baker Group
27 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
The J R Baker Group
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$862K average
Assets Under Management
$33.6M

Fee Structure

Minimum Investment:$20K

Location

Buellton, CA

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History

Regulatory History (1)
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Customer Dispute
November 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joel is involved in several business activities, including managing Circle JB Polo Ranch, LLC and JRB Polo Ranch, LLC, and JRB Commercial, LLC, as well as being the sole proprietor of Joel Baker Life Insurance. He also dedicates about 10-20% of his time to The J R Baker Group, LLC, which involves investments, estate planning, and insurance.

Employment History
Current Registrations
The J R Baker Group
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Private Consulting Group, INC.
June 1999 - June 2008 · 9 yrs
The J R Baker Group
May 1998 - December 2016 · 18 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.