Unclaimed
Jennifer Anne Baker is a registered representative with Raymond James & Associates, Inc. Jennifer is based in Mitchell, Indiana and has been in the industry since 2018. Jennifer has been with Raymond James since 2018. Jennifer holds the Series 7TO and SIE licenses and is a Registered Representative in Indiana. Jennifer focuses on financial planning, portfolio management for individuals and businesses, pension consulting and providing educational seminars. Jennifer also provides investment advice for corporations, individuals, high-net-worth individuals, insurance companies, charitable organizations, state or municipal government entities, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/17/2024 - Present
Raymond James & Associates, Inc. (Mitchell IN)
BC
Issued 06/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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