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Jacob Edward Baker

SCS Capital Management LLC

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About Jacob Edward Baker

Jacob Edward Baker is an investment advisor representative associated with SCS Capital Management LLC. Jacob has been working in the financial industry since 2019, and holds the Series 7TO, SIE, and Series 66 licenses. Jacob’s primary focus is to provide comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Jacob has experience with financial planning, investment management, and insurance.

Firm Information

Jacob Baker is currently registered with SCS Capital Management LLC. SCS Capital Management LLC is an investment advisor headquartered in Boston, Massachusetts. The firm manages approximately $30.19 billion in assets for individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations, and sovereign wealth funds and foreign official institutions. SCS Capital Management LLC provides a range of investment advisory services, including financial planning, portfolio management, credit, cash management, and insurance solutions. The firm also selects other advisors for clients.
SCS Capital Management LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$30.19B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jacob Baker’s Registration & Firm History

MA

02/06/2025 - Present

SCS Capital Management LLC (BOSTON MA)

TX

11/08/2019 - 05/05/2022

CHARLES SCHWAB & CO., INC. (Westlake TX)

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Licenses & Designations

BOTH

Issued 12/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Edward Baker.
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